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 | $85,892 | $132,634-35.2% | $115,768-25.8% | $137,256-37.4% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.4%+3.4pp | 80.0%-2.2pp |
| Annual return | 3.90% | 160.70%-156.8pp | 100.46%-96.6pp | 220.34%-216.4pp |
| Employer contribution / active EE | $1,342 | $3,360-60.0% | $2,940-54.3% | $4,156-67.7% |
| Participant deferral / active EE | $5,777 | $5,619+2.8% | $4,917+17.5% | $6,407-9.8% |
| Admin fee / account holder | $71,722 | $15,028+377.3% | $12,439+476.6% | $12,270+484.5% |