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 | $86,732 | $88,751-2.3% | $81,812+6.0% | $145,922-40.6% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 8.85% | 1025.40%-1016.5pp | 773.79%-764.9pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,271 | $3,083-58.8% | $2,912-56.3% | $4,660-72.7% |
| Participant deferral / active EE | $1,275 | $4,643-72.5% | $4,319-70.5% | $6,688-80.9% |
| Admin fee / account holder | $2,010 | $8,415-76.1% | $7,386-72.8% | $13,397-85.0% |