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 | $126,324 | $179,726-29.7% | $156,263-19.2% | $142,382-11.3% |
| Participation rate | 81.8% | 82.1%-0.3pp | 78.9%+2.9pp | 80.1%+1.7pp |
| Annual return | 9.37% | 77.86%-68.5pp | 59.47%-50.1pp | 217.08%-207.7pp |
| Employer contribution / active EE | $1,492 | $5,069-70.6% | $4,333-65.6% | $4,299-65.3% |
| Participant deferral / active EE | $4,715 | $6,956-32.2% | $6,158-23.4% | $6,507-27.5% |
| Admin fee / account holder | $36,449 | $17,272+111.0% | $14,255+155.7% | $12,624+188.7% |