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 | $72,755 | $74,888-2.8% | $71,209+2.2% | $142,382-48.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 8.93% | 345.14%-336.2pp | 282.51%-273.6pp | 217.08%-208.1pp |
| Employer contribution / active EE | $14,546 | $2,854+409.6% | $2,721+434.6% | $4,299+238.3% |
| Participant deferral / active EE | $5,944 | $4,454+33.4% | $4,175+42.4% | $6,507-8.7% |
| Admin fee / account holder | $39,589 | $5,568+611.0% | $5,349+640.1% | $12,624+213.6% |