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 | $190,742 | $228,332-16.5% | $185,823+2.6% | $158,922+20.0% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 1.03% | 40.80%-39.8pp | 35.95%-34.9pp | 302.83%-301.8pp |
| Employer contribution / active EE | $1,588 | $4,967-68.0% | $4,087-61.1% | $4,761-66.6% |
| Participant deferral / active EE | $7,508 | $6,415+17.0% | $5,632+33.3% | $5,982+25.5% |
| Admin fee / account holder | $724 | $11,864-93.9% | $9,500-92.4% | $11,246-93.6% |