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 | $168,082 | $209,411-19.7% | $178,490-5.8% | $158,922+5.8% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 4.06% | 188.75%-184.7pp | 151.07%-147.0pp | 302.83%-298.8pp |
| Employer contribution / active EE | $3,269 | $5,706-42.7% | $5,011-34.8% | $4,761-31.3% |
| Participant deferral / active EE | $5,412 | $5,954-9.1% | $5,202+4.0% | $5,982-9.5% |
| Admin fee / account holder | $31,292 | $17,074+83.3% | $13,984+123.8% | $11,246+178.3% |