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 | $195,937 | $214,378-8.6% | $200,582-2.3% | $142,382+37.6% |
| Participation rate | 94.4% | 87.4%+7.0pp | 86.9%+7.6pp | 80.1%+14.3pp |
| Annual return | 10.59% | 46.41%-35.8pp | 42.33%-31.7pp | 217.08%-206.5pp |
| Employer contribution / active EE | $4,293 | $6,841-37.2% | $6,419-33.1% | $4,299-0.1% |
| Participant deferral / active EE | $6,230 | $9,865-36.8% | $9,331-33.2% | $6,507-4.3% |
| Admin fee / account holder | $15,057 | $17,692-14.9% | $16,305-7.7% | $12,624+19.3% |