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 | $146,315 | $165,335-11.5% | $149,696-2.3% | $158,922-7.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 7.05% | 348.15%-341.1pp | 276.60%-269.6pp | 302.83%-295.8pp |
| Employer contribution / active EE | $8,867 | $5,103+73.8% | $4,644+90.9% | $4,761+86.2% |
| Participant deferral / active EE | $10,814 | $7,181+50.6% | $6,842+58.1% | $5,982+80.8% |
| Admin fee / account holder | $9,515 | $10,807-12.0% | $9,309+2.2% | $11,246-15.4% |