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 | $130,412 | $175,202-25.6% | $149,673-12.9% | $139,434-6.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 7.08% | 166.71%-159.6pp | 134.42%-127.3pp | 372.94%-365.9pp |
| Employer contribution / active EE | $5,000 | $5,474-8.7% | $4,818+3.8% | $4,751+5.2% |
| Participant deferral / active EE | $12,867 | $6,519+97.4% | $5,680+126.5% | $6,710+91.8% |
| Admin fee / account holder | $3,252 | $16,150-79.9% | $13,210-75.4% | $11,403-71.5% |