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 | $175,905 | $181,894-3.3% | $156,549+12.4% | $273,961-35.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.01% | 30.74%-30.7pp | 32.23%-32.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $5,946 | $6,248-4.8% | $5,501+8.1% | $4,869+22.1% |
| Participant deferral / active EE | $3,889 | $5,550-29.9% | $4,871-20.2% | $5,287-26.4% |
| Admin fee / account holder | $25,247 | $15,559+62.3% | $13,027+93.8% | $10,132+149.2% |