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 | $101,595 | $111,535-8.9% | $105,223-3.4% | $137,256-26.0% |
| Participation rate | 78.6% | 78.1%+0.5pp | 75.0%+3.5pp | 80.0%-1.4pp |
| Annual return | 9.21% | 237.85%-228.6pp | 180.65%-171.4pp | 220.34%-211.1pp |
| Employer contribution / active EE | $2,143 | $3,939-45.6% | $3,689-41.9% | $4,156-48.4% |
| Participant deferral / active EE | $1,582 | $5,500-71.2% | $5,072-68.8% | $6,407-75.3% |
| Admin fee / account holder | $6,763 | $9,721-30.4% | $8,859-23.7% | $12,270-44.9% |