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 | $156,120 | $165,335-5.6% | $149,696+4.3% | $158,922-1.8% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 7.06% | 348.15%-341.1pp | 276.60%-269.5pp | 302.83%-295.8pp |
| Employer contribution / active EE | $1,484 | $5,103-70.9% | $4,644-68.0% | $4,761-68.8% |
| Participant deferral / active EE | $6,584 | $7,181-8.3% | $6,842-3.8% | $5,982+10.1% |
| Admin fee / account holder | $2,960 | $10,807-72.6% | $9,309-68.2% | $11,246-73.7% |