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 | $99,338 | $90,348+10.0% | $75,972+30.8% | $145,922-31.9% |
| Participation rate | 73.9% | 74.5%-0.5pp | 69.1%+4.9pp | 80.3%-6.4pp |
| Annual return | 7.22% | 620.88%-613.7pp | 359.55%-352.3pp | 561.29%-554.1pp |
| Employer contribution / active EE | $1,864 | $3,311-43.7% | $2,685-30.6% | $4,660-60.0% |
| Participant deferral / active EE | $2,234 | $5,162-56.7% | $4,255-47.5% | $6,688-66.6% |
| Admin fee / account holder | $19,895 | $8,467+135.0% | $6,467+207.6% | $13,397+48.5% |