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 | $134,314 | $209,411-35.9% | $178,490-24.7% | $158,922-15.5% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 2.52% | 188.75%-186.2pp | 151.07%-148.6pp | 302.83%-300.3pp |
| Employer contribution / active EE | $2,025 | $5,706-64.5% | $5,011-59.6% | $4,761-57.5% |
| Participant deferral / active EE | $4,642 | $5,954-22.0% | $5,202-10.8% | $5,982-22.4% |
| Admin fee / account holder | $1,162 | $17,074-93.2% | $13,984-91.7% | $11,246-89.7% |