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 | $146,070 | $165,984-12.0% | $164,813-11.4% | $145,922+0.1% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.6%-8.6pp | 80.3%-10.3pp |
| Annual return | 8.65% | 100.03%-91.4pp | 69.93%-61.3pp | 561.29%-552.6pp |
| Employer contribution / active EE | $2,115 | $5,273-59.9% | $4,341-51.3% | $4,660-54.6% |
| Participant deferral / active EE | $8,422 | $6,959+21.0% | $6,031+39.6% | $6,688+25.9% |
| Admin fee / account holder | $27,283 | $16,648+63.9% | $12,690+115.0% | $13,397+103.6% |