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 | $126,677 | $183,519-31.0% | $155,509-18.5% | $145,922-13.2% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 8.19% | 61.17%-53.0pp | 64.67%-56.5pp | 561.29%-553.1pp |
| Employer contribution / active EE | $5,945 | $5,313+11.9% | $4,672+27.2% | $4,660+27.6% |
| Participant deferral / active EE | $5,701 | $6,462-11.8% | $5,626+1.3% | $6,688-14.8% |
| Admin fee / account holder | $81,262 | $19,313+320.8% | $15,912+410.7% | $13,397+506.6% |