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 | $159,498 | $177,572-10.2% | $154,803+3.0% | $142,382+12.0% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 11.12% | 65.07%-53.9pp | 58.88%-47.8pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,508 | $4,810-68.6% | $4,305-65.0% | $4,299-64.9% |
| Participant deferral / active EE | $6,079 | $6,272-3.1% | $5,540+9.7% | $6,507-6.6% |
| Admin fee / account holder | $8,828 | $16,786-47.4% | $14,329-38.4% | $12,624-30.1% |