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 | $127,798 | $150,440-15.1% | $136,294-6.2% | $147,584-13.4% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 8.96% | 1049.08%-1040.1pp | 5155.94%-5147.0pp | 578.55%-569.6pp |
| Employer contribution / active EE | $1,882 | $5,256-64.2% | $4,695-59.9% | $4,876-61.4% |
| Participant deferral / active EE | $5,193 | $6,630-21.7% | $6,247-16.9% | $5,439-4.5% |
| Admin fee / account holder | $17,198 | $10,905+57.7% | $9,243+86.1% | $10,885+58.0% |