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 | $136,993 | $154,117-11.1% | $129,995+5.4% | $139,434-1.8% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 6.18% | 32.48%-26.3pp | -137.18%+143.4pp | 372.94%-366.8pp |
| Employer contribution / active EE | $2,099 | $5,289-60.3% | $4,320-51.4% | $4,751-55.8% |
| Participant deferral / active EE | $12,953 | $6,710+93.0% | $5,820+122.6% | $6,710+93.0% |
| Admin fee / account holder | $91,405 | $14,007+552.6% | $10,614+761.1% | $11,403+701.6% |