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 | $139,903 | $148,534-5.8% | $135,903+2.9% | $139,434+0.3% |
| Participation rate | 82.6% | 83.9%-1.2pp | 81.9%+0.7pp | 80.3%+2.3pp |
| Annual return | 8.68% | 79.19%-70.5pp | 68.23%-59.5pp | 372.94%-364.3pp |
| Employer contribution / active EE | $1,113 | $5,243-78.8% | $4,856-77.1% | $4,751-76.6% |
| Participant deferral / active EE | $9,269 | $8,100+14.4% | $7,758+19.5% | $6,710+38.1% |
| Admin fee / account holder | $47,827 | $12,400+285.7% | $10,762+344.4% | $11,403+319.4% |