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 | $152,759 | $179,726-15.0% | $156,263-2.2% | $142,382+7.3% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.9%+11.1pp | 80.1%+9.9pp |
| Annual return | 9.69% | 77.86%-68.2pp | 59.47%-49.8pp | 217.08%-207.4pp |
| Employer contribution / active EE | $3,178 | $5,069-37.3% | $4,333-26.7% | $4,299-26.1% |
| Participant deferral / active EE | $8,627 | $6,956+24.0% | $6,158+40.1% | $6,507+32.6% |
| Admin fee / account holder | $192,044 | $17,272+1011.9% | $14,255+1247.2% | $12,624+1421.3% |