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 | $144,656 | $154,228-6.2% | $145,433-0.5% | $137,256+5.4% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 9.80% | 74.59%-64.8pp | 66.58%-56.8pp | 220.34%-210.5pp |
| Employer contribution / active EE | $1,932 | $4,804-59.8% | $4,554-57.6% | $4,156-53.5% |
| Participant deferral / active EE | $3,708 | $8,216-54.9% | $7,897-53.0% | $6,407-42.1% |
| Admin fee / account holder | $78,908 | $14,344+450.1% | $13,129+501.0% | $12,270+543.1% |