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 | $162,934 | $181,894-10.4% | $156,549+4.1% | $273,961-40.5% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 1.32% | 30.74%-29.4pp | 32.23%-30.9pp | 41.45%-40.1pp |
| Employer contribution / active EE | $1,730 | $6,248-72.3% | $5,501-68.5% | $4,869-64.5% |
| Participant deferral / active EE | $3,808 | $5,550-31.4% | $4,871-21.8% | $5,287-28.0% |
| Admin fee / account holder | $10,638 | $15,559-31.6% | $13,027-18.3% | $10,132+5.0% |