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 | $42,061 | $175,202-76.0% | $149,673-71.9% | $139,434-69.8% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 10.43% | 166.71%-156.3pp | 134.42%-124.0pp | 372.94%-362.5pp |
| Employer contribution / active EE | $5,381 | $5,474-1.7% | $4,818+11.7% | $4,751+13.3% |
| Participant deferral / active EE | $6,000 | $6,519-8.0% | $5,680+5.6% | $6,710-10.6% |
| Admin fee / account holder | $660 | $16,150-95.9% | $13,210-95.0% | $11,403-94.2% |