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 | $126,874 | $175,202-27.6% | $149,673-15.2% | $139,434-9.0% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 4.72% | 166.71%-162.0pp | 134.42%-129.7pp | 372.94%-368.2pp |
| Employer contribution / active EE | $1,424 | $5,474-74.0% | $4,818-70.5% | $4,751-70.0% |
| Participant deferral / active EE | $3,240 | $6,519-50.3% | $5,680-43.0% | $6,710-51.7% |
| Admin fee / account holder | $1,128 | $16,150-93.0% | $13,210-91.5% | $11,403-90.1% |