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 | $155,013 | $183,963-15.7% | $162,163-4.4% | $152,861+1.4% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.6%+5.8pp | 82.4%+10.9pp |
| Annual return | 3.35% | 150.76%-147.4pp | 115.59%-112.2pp | 345.32%-342.0pp |
| Employer contribution / active EE | $1,766 | $6,371-72.3% | $5,614-68.5% | $4,762-62.9% |
| Participant deferral / active EE | $6,365 | $8,034-20.8% | $7,298-12.8% | $5,850+8.8% |
| Admin fee / account holder | $3,575 | $13,121-72.8% | $10,843-67.0% | $11,596-69.2% |