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 | $145,241 | $175,202-17.1% | $149,673-3.0% | $139,434+4.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 10.51% | 166.71%-156.2pp | 134.42%-123.9pp | 372.94%-362.4pp |
| Employer contribution / active EE | $3,766 | $5,474-31.2% | $4,818-21.8% | $4,751-20.7% |
| Participant deferral / active EE | $6,639 | $6,519+1.8% | $5,680+16.9% | $6,710-1.1% |
| Admin fee / account holder | $159,147 | $16,150+885.4% | $13,210+1104.8% | $11,403+1295.7% |