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 8-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 | $131,186 | $162,781-19.4% | $133,956-2.1% | $158,922-17.5% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 5.18% | 41.94%-36.8pp | 45.09%-39.9pp | 302.83%-297.6pp |
| Employer contribution / active EE | $3,047 | $4,975-38.8% | $3,919-22.2% | $4,761-36.0% |
| Participant deferral / active EE | $4,598 | $5,911-22.2% | $5,048-8.9% | $5,982-23.1% |
| Admin fee / account holder | $18,980 | $11,736+61.7% | $8,927+112.6% | $11,246+68.8% |