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 9-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 | $171,965 | $179,726-4.3% | $156,263+10.0% | $142,382+20.8% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 9.72% | 77.86%-68.1pp | 59.47%-49.7pp | 217.08%-207.4pp |
| Employer contribution / active EE | $4,009 | $5,069-20.9% | $4,333-7.5% | $4,299-6.8% |
| Participant deferral / active EE | $11,299 | $6,956+62.4% | $6,158+83.5% | $6,507+73.6% |
| Admin fee / account holder | $2,114 | $17,272-87.8% | $14,255-85.2% | $12,624-83.3% |