See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,842 | $159,602-13.6% | $150,045-8.1% | $142,382-3.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 10.76% | 70.24%-59.5pp | 62.55%-51.8pp | 217.08%-206.3pp |
| Employer contribution / active EE | $6,931 | $4,961+39.7% | $4,693+47.7% | $4,299+61.2% |
| Participant deferral / active EE | $8,424 | $8,310+1.4% | $7,997+5.3% | $6,507+29.5% |
| Admin fee / account holder | $3,008 | $14,846-79.7% | $13,435-77.6% | $12,624-76.2% |