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 | $146,967 | $142,405+3.2% | $115,157+27.6% | $152,861-3.9% |
| Participation rate | 85.7% | 82.4%+3.4pp | 75.9%+9.8pp | 82.4%+3.3pp |
| Annual return | 5.16% | 41.48%-36.3pp | 35.60%-30.4pp | 345.32%-340.2pp |
| Employer contribution / active EE | $1,122 | $4,010-72.0% | $3,179-64.7% | $4,762-76.4% |
| Participant deferral / active EE | $5,963 | $5,164+15.5% | $4,168+43.0% | $5,850+1.9% |
| Admin fee / account holder | $2,125 | $8,462-74.9% | $7,088-70.0% | $11,596-81.7% |