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 | $175,466 | $209,411-16.2% | $178,490-1.7% | $158,922+10.4% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 4.79% | 188.75%-184.0pp | 151.07%-146.3pp | 302.83%-298.0pp |
| Employer contribution / active EE | $4,159 | $5,706-27.1% | $5,011-17.0% | $4,761-12.6% |
| Participant deferral / active EE | $5,939 | $5,954-0.2% | $5,202+14.2% | $5,982-0.7% |
| Admin fee / account holder | $4,553 | $17,074-73.3% | $13,984-67.4% | $11,246-59.5% |