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 5-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 | $66,797 | $70,756-5.6% | $65,493+2.0% | $142,382-53.1% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 6.79% | 1754.89%-1748.1pp | 982.45%-975.7pp | 217.08%-210.3pp |
| Employer contribution / active EE | $2,085 | $2,881-27.6% | $2,574-19.0% | $4,299-51.5% |
| Participant deferral / active EE | $11,319 | $4,637+144.1% | $3,961+185.8% | $6,507+73.9% |
| Admin fee / account holder | $534 | $6,559-91.9% | $5,028-89.4% | $12,624-95.8% |