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 | $115,471 | $70,756+63.2% | $65,493+76.3% | $142,382-18.9% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.1%-5.1pp |
| Annual return | 10.82% | 1754.89%-1744.1pp | 982.45%-971.6pp | 217.08%-206.3pp |
| Employer contribution / active EE | $3,351 | $2,881+16.3% | $2,574+30.2% | $4,299-22.1% |
| Participant deferral / active EE | $2,719 | $4,637-41.4% | $3,961-31.4% | $6,507-58.2% |
| Admin fee / account holder | $3,609 | $6,559-45.0% | $5,028-28.2% | $12,624-71.4% |