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 | $72,290 | $48,795+48.1% | $65,493+10.4% | $84,808-14.8% |
| Participation rate | 84.9% | 67.0%+17.9pp | 73.1%+11.8pp | 68.3%+16.6pp |
| Annual return | 10.96% | 20.20%-9.2pp | 982.45%-971.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $2,448 | $1,930+26.9% | $2,574-4.9% | $2,631-7.0% |
| Participant deferral / active EE | $6,201 | $2,928+111.8% | $3,961+56.6% | $4,212+47.2% |
| Admin fee / account holder | $2,502 | $3,877-35.5% | $5,028-50.2% | $7,344-65.9% |