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 | $72,071+9.6% | $68,368+15.6% | $137,256-42.4% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 10.52% | 353.14%-342.6pp | 292.57%-282.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $3,223 | $2,788+15.6% | $2,649+21.7% | $4,156-22.4% |
| Participant deferral / active EE | $4,215 | $4,410-4.4% | $4,123+2.2% | $6,407-34.2% |
| Admin fee / account holder | $27,966 | $5,336+424.1% | $5,150+443.1% | $12,270+127.9% |