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 | $159,794 | $176,812-9.6% | $146,665+9.0% | $167,490-4.6% |
| Participation rate | 90.5% | 83.6%+6.9pp | 80.1%+10.4pp | 82.1%+8.4pp |
| Annual return | 8.82% | 24.03%-15.2pp | 22.74%-13.9pp | 478.56%-469.7pp |
| Employer contribution / active EE | $3,836 | $5,160-25.7% | $4,136-7.3% | $4,837-20.7% |
| Participant deferral / active EE | $6,571 | $6,440+2.0% | $5,506+19.3% | $6,341+3.6% |
| Admin fee / account holder | $4,906 | $13,259-63.0% | $10,280-52.3% | $12,309-60.1% |