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 | $152,411 | $183,963-17.2% | $162,163-6.0% | $152,861-0.3% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 0.95% | 150.76%-149.8pp | 115.59%-114.6pp | 345.32%-344.4pp |
| Employer contribution / active EE | $2,909 | $6,371-54.3% | $5,614-48.2% | $4,762-38.9% |
| Participant deferral / active EE | $8,412 | $8,034+4.7% | $7,298+15.3% | $5,850+43.8% |
| Admin fee / account holder | $170,779 | $13,121+1201.5% | $10,843+1475.1% | $11,596+1372.7% |