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 | $149,110 | $177,572-16.0% | $154,803-3.7% | $142,382+4.7% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 3.25% | 65.07%-61.8pp | 58.88%-55.6pp | 217.08%-213.8pp |
| Employer contribution / active EE | $2,369 | $4,810-50.7% | $4,305-45.0% | $4,299-44.9% |
| Participant deferral / active EE | $5,429 | $6,272-13.4% | $5,540-2.0% | $6,507-16.6% |
| Admin fee / account holder | $2,596 | $16,786-84.5% | $14,329-81.9% | $12,624-79.4% |