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 | $157,672 | $148,534+6.2% | $135,903+16.0% | $139,434+13.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.79% | 79.19%-69.4pp | 68.23%-58.4pp | 372.94%-363.1pp |
| Employer contribution / active EE | $2,263 | $5,243-56.8% | $4,856-53.4% | $4,751-52.4% |
| Participant deferral / active EE | $3,733 | $8,100-53.9% | $7,758-51.9% | $6,710-44.4% |
| Admin fee / account holder | $20,742 | $12,400+67.3% | $10,762+92.7% | $11,403+81.9% |