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 | $149,695 | $159,602-6.2% | $150,045-0.2% | $142,382+5.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.40% | 70.24%-58.8pp | 62.55%-51.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $4,458 | $4,961-10.1% | $4,693-5.0% | $4,299+3.7% |
| Participant deferral / active EE | $9,222 | $8,310+11.0% | $7,997+15.3% | $6,507+41.7% |
| Admin fee / account holder | $23,866 | $14,846+60.7% | $13,435+77.6% | $12,624+89.1% |