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 | $77,696 | $102,966-24.5% | $90,281-13.9% | $152,861-49.2% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 5.94% | 95.16%-89.2pp | 78.10%-72.2pp | 345.32%-339.4pp |
| Employer contribution / active EE | $2,471 | $3,139-21.3% | $2,854-13.4% | $4,762-48.1% |
| Participant deferral / active EE | $4,873 | $4,281+13.8% | $3,885+25.4% | $5,850-16.7% |
| Admin fee / account holder | $13,275 | $6,171+115.1% | $5,351+148.1% | $11,596+14.5% |