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 | $151,395 | $175,202-13.6% | $149,673+1.2% | $139,434+8.6% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 10.08% | 166.71%-156.6pp | 134.42%-124.3pp | 372.94%-362.9pp |
| Employer contribution / active EE | $2,291 | $5,474-58.1% | $4,818-52.4% | $4,751-51.8% |
| Participant deferral / active EE | $8,986 | $6,519+37.9% | $5,680+58.2% | $6,710+33.9% |
| Admin fee / account holder | $1,662 | $16,150-89.7% | $13,210-87.4% | $11,403-85.4% |