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 | $81,643 | $74,888+9.0% | $71,209+14.7% | $142,382-42.7% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 12.46% | 345.14%-332.7pp | 282.51%-270.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $5,810 | $2,854+103.6% | $2,721+113.5% | $4,299+35.2% |
| Participant deferral / active EE | $8,662 | $4,454+94.5% | $4,175+107.5% | $6,507+33.1% |
| Admin fee / account holder | $21,133 | $5,568+279.5% | $5,349+295.1% | $12,624+67.4% |