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 | $89,294 | $96,635-7.6% | $86,612+3.1% | $139,434-36.0% |
| Participation rate | 73.3% | 74.4%-1.1pp | 71.7%+1.6pp | 80.3%-7.0pp |
| Annual return | 9.86% | 106.41%-96.6pp | 591.07%-581.2pp | 372.94%-363.1pp |
| Employer contribution / active EE | $2,719 | $3,263-16.7% | $3,022-10.0% | $4,751-42.8% |
| Participant deferral / active EE | $6,660 | $4,836+37.7% | $4,438+50.1% | $6,710-0.7% |
| Admin fee / account holder | $4,310 | $6,408-32.7% | $5,614-23.2% | $11,403-62.2% |