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 | $108,568 | $114,381-5.1% | $107,525+1.0% | $142,382-23.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 11.17% | 242.71%-231.5pp | 181.32%-170.2pp | 217.08%-205.9pp |
| Employer contribution / active EE | $3,185 | $4,015-20.7% | $3,754-15.1% | $4,299-25.9% |
| Participant deferral / active EE | $6,945 | $5,564+24.8% | $5,116+35.8% | $6,507+6.7% |
| Admin fee / account holder | $13,834 | $9,860+40.3% | $8,919+55.1% | $12,624+9.6% |