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 | $121,757 | $154,117-21.0% | $129,995-6.3% | $139,434-12.7% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 7.93% | 32.48%-24.5pp | -137.18%+145.1pp | 372.94%-365.0pp |
| Employer contribution / active EE | $2,131 | $5,289-59.7% | $4,320-50.7% | $4,751-55.2% |
| Participant deferral / active EE | $3,170 | $6,710-52.8% | $5,820-45.5% | $6,710-52.8% |
| Admin fee / account holder | $26,188 | $14,007+87.0% | $10,614+146.7% | $11,403+129.7% |