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 | $147,011 | $176,056-16.5% | $159,436-7.8% | $167,490-12.2% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 8.60% | 331.75%-323.1pp | 263.57%-255.0pp | 478.56%-470.0pp |
| Employer contribution / active EE | $3,669 | $5,297-30.7% | $4,829-24.0% | $4,837-24.2% |
| Participant deferral / active EE | $7,470 | $7,750-3.6% | $7,352+1.6% | $6,341+17.8% |
| Admin fee / account holder | $8,124 | $12,554-35.3% | $10,799-24.8% | $12,309-34.0% |