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 | $76,361 | $88,751-14.0% | $81,812-6.7% | $145,922-47.7% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 9.30% | 1025.40%-1016.1pp | 773.79%-764.5pp | 561.29%-552.0pp |
| Employer contribution / active EE | $2,556 | $3,083-17.1% | $2,912-12.2% | $4,660-45.2% |
| Participant deferral / active EE | $5,628 | $4,643+21.2% | $4,319+30.3% | $6,688-15.8% |
| Admin fee / account holder | $5,610 | $8,415-33.3% | $7,386-24.0% | $13,397-58.1% |