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 6-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 | $154,177 | $210,343-26.7% | $153,432+0.5% | $145,959+5.6% |
| Participation rate | 90.0% | 82.1%+7.9pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 7.86% | 13.38%-5.5pp | 15.66%-7.8pp | 561.95%-554.1pp |
| Employer contribution / active EE | $3,937 | $6,047-34.9% | $5,038-21.9% | $4,661-15.5% |
| Participant deferral / active EE | $7,693 | $7,977-3.6% | $6,757+13.8% | $6,689+15.0% |
| Admin fee / account holder | $53,028 | $19,424+173.0% | $12,725+316.7% | $13,398+295.8% |