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 | $147,021 | $159,901-8.1% | $146,9580% | $145,922+0.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 8.67% | 98.13%-89.5pp | 418.34%-409.7pp | 561.29%-552.6pp |
| Employer contribution / active EE | $2,934 | $5,286-44.5% | $4,933-40.5% | $4,660-37.0% |
| Participant deferral / active EE | $8,400 | $8,428-0.3% | $8,070+4.1% | $6,688+25.6% |
| Admin fee / account holder | $5,499 | $15,044-63.4% | $12,998-57.7% | $13,397-59.0% |