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 | $144,346 | $179,726-19.7% | $156,263-7.6% | $142,382+1.4% |
| Participation rate | 84.6% | 82.1%+2.5pp | 78.9%+5.7pp | 80.1%+4.5pp |
| Annual return | 5.80% | 77.86%-72.1pp | 59.47%-53.7pp | 217.08%-211.3pp |
| Employer contribution / active EE | $1,690 | $5,069-66.7% | $4,333-61.0% | $4,299-60.7% |
| Participant deferral / active EE | $4,731 | $6,956-32.0% | $6,158-23.2% | $6,507-27.3% |
| Admin fee / account holder | $10,140 | $17,272-41.3% | $14,255-28.9% | $12,624-19.7% |