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 | $144,352 | $154,228-6.4% | $145,433-0.7% | $137,256+5.2% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 10.91% | 74.59%-63.7pp | 66.58%-55.7pp | 220.34%-209.4pp |
| Employer contribution / active EE | $2,514 | $4,804-47.7% | $4,554-44.8% | $4,156-39.5% |
| Participant deferral / active EE | $5,410 | $8,216-34.2% | $7,897-31.5% | $6,407-15.6% |
| Admin fee / account holder | $75,463 | $14,344+426.1% | $13,129+474.8% | $12,270+515.0% |