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 | $210,408-26.7% | $153,485+0.5% | $145,922+5.7% |
| Participation rate | 90.0% | 82.1%+7.9pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 7.86% | 13.37%-5.5pp | 15.65%-7.8pp | 561.29%-553.4pp |
| Employer contribution / active EE | $3,937 | $6,048-34.9% | $5,039-21.9% | $4,660-15.5% |
| Participant deferral / active EE | $7,693 | $7,975-3.5% | $6,757+13.8% | $6,688+15.0% |
| Admin fee / account holder | $53,028 | $19,419+173.1% | $12,724+316.7% | $13,397+295.8% |