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 | $88,710-2.2% | $81,783+6.1% | $145,959-40.6% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | 8.85% | 1027.26%-1018.4pp | 775.05%-766.2pp | 561.95%-553.1pp |
| Employer contribution / active EE | $1,271 | $3,083-58.8% | $2,913-56.3% | $4,661-72.7% |
| Participant deferral / active EE | $1,275 | $4,645-72.5% | $4,320-70.5% | $6,689-80.9% |
| Admin fee / account holder | $2,010 | $8,407-76.1% | $7,380-72.8% | $13,398-85.0% |