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 | $143,734 | $179,726-20.0% | $156,263-8.0% | $142,382+0.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 5.22% | 77.86%-72.6pp | 59.47%-54.2pp | 217.08%-211.9pp |
| Employer contribution / active EE | $2,571 | $5,069-49.3% | $4,333-40.7% | $4,299-40.2% |
| Participant deferral / active EE | $5,245 | $6,956-24.6% | $6,158-14.8% | $6,507-19.4% |
| Admin fee / account holder | $137,598 | $17,272+696.6% | $14,255+865.3% | $12,624+990.0% |