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 | $168,079 | $175,202-4.1% | $149,673+12.3% | $139,434+20.5% |
| Participation rate | 78.3% | 83.4%-5.1pp | 78.8%-0.5pp | 80.3%-2.1pp |
| Annual return | 8.19% | 166.71%-158.5pp | 134.42%-126.2pp | 372.94%-364.8pp |
| Employer contribution / active EE | $11,661 | $5,474+113.0% | $4,818+142.0% | $4,751+145.5% |
| Participant deferral / active EE | $3,470 | $6,519-46.8% | $5,680-38.9% | $6,710-48.3% |
| Admin fee / account holder | $1,733 | $16,150-89.3% | $13,210-86.9% | $11,403-84.8% |