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 | $184,747 | $181,894+1.6% | $156,549+18.0% | $273,961-32.6% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | -0.66% | 30.74%-31.4pp | 32.23%-32.9pp | 41.45%-42.1pp |
| Employer contribution / active EE | $1,365 | $6,248-78.2% | $5,501-75.2% | $4,869-72.0% |
| Participant deferral / active EE | $3,866 | $5,550-30.3% | $4,871-20.6% | $5,287-26.9% |
| Admin fee / account holder | $15,577 | $15,559+0.1% | $13,027+19.6% | $10,132+53.7% |