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 | $163,204 | $159,901+2.1% | $146,958+11.1% | $145,922+11.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 9.53% | 98.13%-88.6pp | 418.34%-408.8pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,543 | $5,286-70.8% | $4,933-68.7% | $4,660-66.9% |
| Participant deferral / active EE | $5,158 | $8,428-38.8% | $8,070-36.1% | $6,688-22.9% |
| Admin fee / account holder | $1,093 | $15,044-92.7% | $12,998-91.6% | $13,397-91.8% |