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 | $168,401 | $175,202-3.9% | $149,673+12.5% | $139,434+20.8% |
| Participation rate | 91.3% | 83.4%+7.9pp | 78.8%+12.5pp | 80.3%+11.0pp |
| Annual return | 4.99% | 166.71%-161.7pp | 134.42%-129.4pp | 372.94%-368.0pp |
| Employer contribution / active EE | $2,073 | $5,474-62.1% | $4,818-57.0% | $4,751-56.4% |
| Participant deferral / active EE | $4,896 | $6,519-24.9% | $5,680-13.8% | $6,710-27.0% |
| Admin fee / account holder | $1,859 | $16,150-88.5% | $13,210-85.9% | $11,403-83.7% |