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 | $163,722 | $165,984-1.4% | $164,813-0.7% | $145,922+12.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 5.35% | 100.03%-94.7pp | 69.93%-64.6pp | 561.29%-555.9pp |
| Employer contribution / active EE | $4,373 | $5,273-17.1% | $4,341+0.7% | $4,660-6.2% |
| Participant deferral / active EE | $11,616 | $6,959+66.9% | $6,031+92.6% | $6,688+73.7% |
| Admin fee / account holder | $8,922 | $16,648-46.4% | $12,690-29.7% | $13,397-33.4% |