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 | $80,041 | $70,756+13.1% | $65,493+22.2% | $142,382-43.8% |
| Participation rate | 71.4% | 77.4%-6.0pp | 73.1%-1.7pp | 80.1%-8.7pp |
| Annual return | 10.93% | 1754.89%-1744.0pp | 982.45%-971.5pp | 217.08%-206.1pp |
| Employer contribution / active EE | $3,964 | $2,881+37.6% | $2,574+54.0% | $4,299-7.8% |
| Participant deferral / active EE | $6,689 | $4,637+44.2% | $3,961+68.9% | $6,507+2.8% |
| Admin fee / account holder | $31,184 | $6,559+375.4% | $5,028+520.2% | $12,624+147.0% |