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 | $152,577 | $149,734+1.9% | $118,925+28.3% | $158,922-4.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 0.30% | 19.95%-19.6pp | 35.88%-35.6pp | 302.83%-302.5pp |
| Employer contribution / active EE | $1,029 | $4,115-75.0% | $3,263-68.5% | $4,761-78.4% |
| Participant deferral / active EE | $6,500 | $5,223+24.4% | $4,265+52.4% | $5,982+8.7% |
| Admin fee / account holder | $9,124 | $8,603+6.1% | $6,581+38.7% | $11,246-18.9% |