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 | $129,188 | $202,318-36.1% | $172,739-25.2% | $152,861-15.5% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 4.75% | 1029.65%-1024.9pp | 802.84%-798.1pp | 345.32%-340.6pp |
| Employer contribution / active EE | $3,696 | $5,856-36.9% | $5,143-28.1% | $4,762-22.4% |
| Participant deferral / active EE | $3,696 | $5,948-37.9% | $5,198-28.9% | $5,850-36.8% |
| Admin fee / account holder | $13,926 | $17,109-18.6% | $13,954-0.2% | $11,596+20.1% |