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 | $79,023 | $74,888+5.5% | $71,209+11.0% | $142,382-44.5% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 10.52% | 345.14%-334.6pp | 282.51%-272.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $3,223 | $2,854+12.9% | $2,721+18.5% | $4,299-25.0% |
| Participant deferral / active EE | $4,215 | $4,454-5.4% | $4,175+1.0% | $6,507-35.2% |
| Admin fee / account holder | $27,966 | $5,568+402.2% | $5,349+422.8% | $12,624+121.5% |