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 | $111,928 | $132,634-15.6% | $115,768-3.3% | $137,256-18.5% |
| Participation rate | 78.9% | 77.9%+1.1pp | 74.4%+4.6pp | 80.0%-1.0pp |
| Annual return | 8.66% | 160.70%-152.0pp | 100.46%-91.8pp | 220.34%-211.7pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,349 | $5,619-22.6% | $4,917-11.5% | $6,407-32.1% |
| Admin fee / account holder | $8,356 | $15,028-44.4% | $12,439-32.8% | $12,270-31.9% |