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 | $132,183 | $165,912-20.3% | $122,332+8.1% | $147,584-10.4% |
| Participation rate | 80.0% | 79.6%+0.4pp | 71.6%+8.4pp | 82.8%-2.8pp |
| Annual return | 3.43% | 34.55%-31.1pp | 30.27%-26.8pp | 578.55%-575.1pp |
| Employer contribution / active EE | $873 | $5,754-84.8% | $4,050-78.5% | $4,876-82.1% |
| Participant deferral / active EE | $873 | $4,005-78.2% | $3,287-73.4% | $5,439-84.0% |
| Admin fee / account holder | $705 | $7,424-90.5% | $5,478-87.1% | $10,885-93.5% |