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 | $177,238 | $217,402-18.5% | $185,823-4.6% | $167,490+5.8% |
| Participation rate | 88.2% | 86.0%+2.2pp | 81.7%+6.5pp | 82.1%+6.1pp |
| Annual return | 6.96% | 148.36%-141.4pp | 122.05%-115.1pp | 478.56%-471.6pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,167-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,884 | $6,356-23.2% | $5,568-12.3% | $6,341-23.0% |
| Admin fee / account holder | $62,141 | $19,811+213.7% | $16,237+282.7% | $12,309+404.8% |