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 | $29,143 | $172,111-83.1% | $150,298-80.6% | $137,256-78.8% |
| Participation rate | 78.6% | 81.7%-3.1pp | 77.8%+0.8pp | 80.0%-1.4pp |
| Annual return | 3.72% | 69.37%-65.7pp | 62.79%-59.1pp | 220.34%-216.6pp |
| Employer contribution / active EE | $1,969 | $4,636-57.5% | $4,154-52.6% | $4,156-52.6% |
| Participant deferral / active EE | $2,241 | $6,166-63.7% | $5,453-58.9% | $6,407-65.0% |
| Admin fee / account holder | $127,938 | $16,471+676.8% | $14,116+806.3% | $12,270+942.7% |