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 | $78,577 | $56,199+39.8% | $67,652+16.1% | $59,632+31.8% |
| Participation rate | 75.0% | 71.5%+3.5pp | 75.7%-0.7pp | 68.7%+6.3pp |
| Annual return | -4.21% | 18505.31%-18509.5pp | 6625.04%-6629.2pp | 2041.28%-2045.5pp |
| Employer contribution / active EE | $1,591 | $1,614-1.4% | $2,266-29.8% | $2,203-27.8% |
| Participant deferral / active EE | $3,158 | $2,844+11.0% | $3,560-11.3% | $3,192-1.1% |
| Admin fee / account holder | $2,959 | $3,958-25.2% | $4,821-38.6% | $4,297-31.1% |