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 | $127,161 | $175,202-27.4% | $149,673-15.0% | $139,434-8.8% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 8.39% | 166.71%-158.3pp | 134.42%-126.0pp | 372.94%-364.5pp |
| Employer contribution / active EE | $1,957 | $5,474-64.3% | $4,818-59.4% | $4,751-58.8% |
| Participant deferral / active EE | $5,772 | $6,519-11.5% | $5,680+1.6% | $6,710-14.0% |
| Admin fee / account holder | $17,994 | $16,150+11.4% | $13,210+36.2% | $11,403+57.8% |