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 | $102,141 | $88,751+15.1% | $81,812+24.8% | $145,922-30.0% |
| Participation rate | 70.6% | 75.0%-4.4pp | 72.3%-1.8pp | 80.3%-9.7pp |
| Annual return | 7.02% | 1025.40%-1018.4pp | 773.79%-766.8pp | 561.29%-554.3pp |
| Employer contribution / active EE | $1,383 | $3,083-55.1% | $2,912-52.5% | $4,660-70.3% |
| Participant deferral / active EE | $2,543 | $4,643-45.2% | $4,319-41.1% | $6,688-62.0% |
| Admin fee / account holder | $17,080 | $8,415+103.0% | $7,386+131.2% | $13,397+27.5% |