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 | $193,388 | $217,402-11.0% | $185,823+4.1% | $167,490+15.5% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 6.95% | 148.36%-141.4pp | 122.05%-115.1pp | 478.56%-471.6pp |
| Employer contribution / active EE | $2,979 | $5,873-49.3% | $5,167-42.4% | $4,837-38.4% |
| Participant deferral / active EE | $7,178 | $6,356+12.9% | $5,568+28.9% | $6,341+13.2% |
| Admin fee / account holder | $7,535 | $19,811-62.0% | $16,237-53.6% | $12,309-38.8% |