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 | $72,413 | $79,171-8.5% | $102,423-29.3% | $74,495-2.8% |
| Participation rate | 95.7% | 74.8%+20.9pp | 76.5%+19.2pp | 67.2%+28.5pp |
| Annual return | 10.73% | 54.93%-44.2pp | 29.32%-18.6pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $5,493 | $2,362+132.5% | $3,023+81.7% | $2,623+109.4% |
| Participant deferral / active EE | $7,298 | $4,415+65.3% | $5,053+44.4% | $4,346+67.9% |
| Admin fee / account holder | $3,219 | $2,001+60.9% | $9,451-65.9% | $1,942+65.8% |