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 | $140,914 | $159,934-11.9% | $147,005-4.1% | $145,959-3.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.81% | 98.24%-91.4pp | 418.76%-412.0pp | 561.95%-555.1pp |
| Employer contribution / active EE | $2,987 | $5,287-43.5% | $4,934-39.5% | $4,661-35.9% |
| Participant deferral / active EE | $5,881 | $8,427-30.2% | $8,070-27.1% | $6,689-12.1% |
| Admin fee / account holder | $14,374 | $15,053-4.5% | $13,006+10.5% | $13,398+7.3% |