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 | $151,592 | $157,256-3.6% | $141,162+7.4% | $152,861-0.8% |
| Participation rate | 95.7% | 84.8%+10.8pp | 82.5%+13.2pp | 82.4%+13.2pp |
| Annual return | 3.33% | 64.32%-61.0pp | 71.39%-68.1pp | 345.32%-342.0pp |
| Employer contribution / active EE | $1,339 | $5,261-74.6% | $4,735-71.7% | $4,762-71.9% |
| Participant deferral / active EE | $7,234 | $7,109+1.7% | $6,709+7.8% | $5,850+23.6% |
| Admin fee / account holder | $2,188 | $12,120-81.9% | $10,261-78.7% | $11,596-81.1% |