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 | $125,300 | $88,751+41.2% | $81,812+53.2% | $145,922-14.1% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 6.77% | 1025.40%-1018.6pp | 773.79%-767.0pp | 561.29%-554.5pp |
| Employer contribution / active EE | $1,398 | $3,083-54.7% | $2,912-52.0% | $4,660-70.0% |
| Participant deferral / active EE | $3,180 | $4,643-31.5% | $4,319-26.4% | $6,688-52.4% |
| Admin fee / account holder | $1,473 | $8,415-82.5% | $7,386-80.1% | $13,397-89.0% |