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 | $152,845 | $165,335-7.6% | $149,696+2.1% | $158,922-3.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 6.51% | 348.15%-341.6pp | 276.60%-270.1pp | 302.83%-296.3pp |
| Employer contribution / active EE | $2,414 | $5,103-52.7% | $4,644-48.0% | $4,761-49.3% |
| Participant deferral / active EE | $4,480 | $7,181-37.6% | $6,842-34.5% | $5,982-25.1% |
| Admin fee / account holder | $3,908 | $10,807-63.8% | $9,309-58.0% | $11,246-65.2% |