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 | $105,839 | $100,970+4.8% | $96,576+9.6% | $137,256-22.9% |
| Participation rate | 71.4% | 82.6%-11.2pp | 81.4%-10.0pp | 80.0%-8.5pp |
| Annual return | 12.24% | 38.16%-25.9pp | 38.47%-26.2pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,167 | $3,809-69.4% | $3,553-67.2% | $4,156-71.9% |
| Participant deferral / active EE | $8,797 | $8,286+6.2% | $7,956+10.6% | $6,407+37.3% |
| Admin fee / account holder | $1,472 | $11,312-87.0% | $11,381-87.1% | $12,270-88.0% |