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 | $132,178 | $202,318-34.7% | $172,739-23.5% | $152,861-13.5% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 4.34% | 1029.65%-1025.3pp | 802.84%-798.5pp | 345.32%-341.0pp |
| Employer contribution / active EE | $5,946 | $5,856+1.5% | $5,143+15.6% | $4,762+24.9% |
| Participant deferral / active EE | $4,815 | $5,948-19.1% | $5,198-7.4% | $5,850-17.7% |
| Admin fee / account holder | $3,375 | $17,109-80.3% | $13,954-75.8% | $11,596-70.9% |