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 | $71,748 | $70,756+1.4% | $65,493+9.6% | $142,382-49.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 10.67% | 1754.89%-1744.2pp | 982.45%-971.8pp | 217.08%-206.4pp |
| Employer contribution / active EE | $3,052 | $2,881+5.9% | $2,574+18.5% | $4,299-29.0% |
| Participant deferral / active EE | $6,246 | $4,637+34.7% | $3,961+57.7% | $6,507-4.0% |
| Admin fee / account holder | $2,603 | $6,559-60.3% | $5,028-48.2% | $12,624-79.4% |