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 | $140,455 | $197,591-28.9% | $177,821-21.0% | $158,922-11.6% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.7%+5.1pp | 82.0%+10.9pp |
| Annual return | 3.66% | 58.76%-55.1pp | 48.32%-44.7pp | 302.83%-299.2pp |
| Employer contribution / active EE | $1,790 | $6,697-73.3% | $5,918-69.8% | $4,761-62.4% |
| Participant deferral / active EE | $5,926 | $8,405-29.5% | $7,714-23.2% | $5,982-0.9% |
| Admin fee / account holder | $10,291 | $15,399-33.2% | $12,427-17.2% | $11,246-8.5% |