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 | $137,699 | $154,228-10.7% | $145,433-5.3% | $137,256+0.3% |
| Participation rate | 70.6% | 83.8%-13.2pp | 82.1%-11.5pp | 80.0%-9.4pp |
| Annual return | 5.99% | 74.59%-68.6pp | 66.58%-60.6pp | 220.34%-214.3pp |
| Employer contribution / active EE | $2,357 | $4,804-50.9% | $4,554-48.3% | $4,156-43.3% |
| Participant deferral / active EE | $9,593 | $8,216+16.8% | $7,897+21.5% | $6,407+49.7% |
| Admin fee / account holder | $1,311 | $14,344-90.9% | $13,129-90.0% | $12,270-89.3% |