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 | $59,721 | $57,281+4.3% | $86,612-31.0% | $75,163-20.5% |
| Participation rate | 77.3% | 63.2%+14.1pp | 71.7%+5.6pp | 67.2%+10.1pp |
| Annual return | 13.12% | 2670.75%-2657.6pp | 591.07%-577.9pp | 160.62%-147.5pp |
| Employer contribution / active EE | $2,779 | $2,314+20.1% | $3,022-8.0% | $2,670+4.1% |
| Participant deferral / active EE | $2,765 | $3,318-16.7% | $4,438-37.7% | $4,125-33.0% |
| Admin fee / account holder | $21,475 | $4,112+422.3% | $5,614+282.5% | $5,651+280.0% |