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 | $57,989 | $68,346-15.2% | $94,646-38.7% | $75,163-22.8% |
| Participation rate | 93.9% | 76.1%+17.8pp | 80.8%+13.1pp | 67.2%+26.7pp |
| Annual return | 14.39% | 616.93%-602.5pp | 156.71%-142.3pp | 160.62%-146.2pp |
| Employer contribution / active EE | $2,532 | $2,701-6.3% | $3,672-31.1% | $2,670-5.2% |
| Participant deferral / active EE | $5,831 | $6,537-10.8% | $7,418-21.4% | $4,125+41.3% |
| Admin fee / account holder | $2,527 | $5,326-52.6% | $7,231-65.1% | $5,651-55.3% |