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 | $197,058 | $227,553-13.4% | $189,557+4.0% | $167,490+17.7% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.4%+13.2pp | 82.1%+9.6pp |
| Annual return | 5.74% | 78.40%-72.7pp | 64.17%-58.4pp | 478.56%-472.8pp |
| Employer contribution / active EE | $3,585 | $5,316-32.6% | $4,412-18.7% | $4,837-25.9% |
| Participant deferral / active EE | $4,514 | $7,002-35.5% | $6,174-26.9% | $6,341-28.8% |
| Admin fee / account holder | $77,162 | $11,878+549.6% | $9,807+686.8% | $12,309+526.9% |