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 | $154,487 | $176,056-12.3% | $159,436-3.1% | $167,490-7.8% |
| Participation rate | 93.3% | 84.9%+8.4pp | 82.8%+10.5pp | 82.1%+11.2pp |
| Annual return | 8.97% | 331.75%-322.8pp | 263.57%-254.6pp | 478.56%-469.6pp |
| Employer contribution / active EE | $4,136 | $5,297-21.9% | $4,829-14.4% | $4,837-14.5% |
| Participant deferral / active EE | $4,296 | $7,750-44.6% | $7,352-41.6% | $6,341-32.3% |
| Admin fee / account holder | $722 | $12,554-94.2% | $10,799-93.3% | $12,309-94.1% |