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 | $156,353 | $154,117+1.5% | $129,995+20.3% | $139,434+12.1% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.5%+14.4pp | 80.3%+12.5pp |
| Annual return | 8.09% | 32.48%-24.4pp | -137.18%+145.3pp | 372.94%-364.8pp |
| Employer contribution / active EE | $1,966 | $5,289-62.8% | $4,320-54.5% | $4,751-58.6% |
| Participant deferral / active EE | $6,450 | $6,710-3.9% | $5,820+10.8% | $6,710-3.9% |
| Admin fee / account holder | $3,098 | $14,007-77.9% | $10,614-70.8% | $11,403-72.8% |