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 4-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 | $148,045 | $159,602-7.2% | $150,045-1.3% | $142,382+4.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.17% | 70.24%-62.1pp | 62.55%-54.4pp | 217.08%-208.9pp |
| Employer contribution / active EE | $2,725 | $4,961-45.1% | $4,693-41.9% | $4,299-36.6% |
| Participant deferral / active EE | $8,838 | $8,310+6.4% | $7,997+10.5% | $6,507+35.8% |
| Admin fee / account holder | $75,351 | $14,846+407.5% | $13,435+460.9% | $12,624+496.9% |