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 | $161,842 | $176,812-8.5% | $146,665+10.3% | $167,490-3.4% |
| Participation rate | 92.9% | 83.6%+9.2pp | 80.1%+12.8pp | 82.1%+10.8pp |
| Annual return | 7.41% | 24.03%-16.6pp | 22.74%-15.3pp | 478.56%-471.1pp |
| Employer contribution / active EE | $2,803 | $5,160-45.7% | $4,136-32.2% | $4,837-42.1% |
| Participant deferral / active EE | $5,161 | $6,440-19.9% | $5,506-6.3% | $6,341-18.6% |
| Admin fee / account holder | $7,138 | $13,259-46.2% | $10,280-30.6% | $12,309-42.0% |