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 | $69,843 | $70,756-1.3% | $65,493+6.6% | $142,382-50.9% |
| Participation rate | 81.8% | 77.4%+4.4pp | 73.1%+8.7pp | 80.1%+1.7pp |
| Annual return | 10.12% | 1754.89%-1744.8pp | 982.45%-972.3pp | 217.08%-207.0pp |
| Employer contribution / active EE | $3,643 | $2,881+26.5% | $2,574+41.5% | $4,299-15.3% |
| Participant deferral / active EE | $1,569 | $4,637-66.2% | $3,961-60.4% | $6,507-75.9% |
| Admin fee / account holder | $2,204 | $6,559-66.4% | $5,028-56.2% | $12,624-82.5% |