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 | $141,666 | $157,256-9.9% | $141,162+0.4% | $152,861-7.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 10.92% | 64.32%-53.4pp | 71.39%-60.5pp | 345.32%-334.4pp |
| Employer contribution / active EE | $5,074 | $5,261-3.6% | $4,735+7.2% | $4,762+6.5% |
| Participant deferral / active EE | $10,148 | $7,109+42.7% | $6,709+51.3% | $5,850+73.5% |
| Admin fee / account holder | $56,411 | $12,120+365.4% | $10,261+449.8% | $11,596+386.5% |