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 | $163,804 | $181,894-9.9% | $156,549+4.6% | $273,961-40.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 1.70% | 30.74%-29.0pp | 32.23%-30.5pp | 41.45%-39.8pp |
| Employer contribution / active EE | $4,317 | $6,248-30.9% | $5,501-21.5% | $4,869-11.3% |
| Participant deferral / active EE | $5,977 | $5,550+7.7% | $4,871+22.7% | $5,287+13.0% |
| Admin fee / account holder | $91,909 | $15,559+490.7% | $13,027+605.5% | $10,132+807.1% |