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 | $80,006 | $74,888+6.8% | $71,209+12.4% | $142,382-43.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 9.77% | 345.14%-335.4pp | 282.51%-272.7pp | 217.08%-207.3pp |
| Employer contribution / active EE | $3,272 | $2,854+14.6% | $2,721+20.2% | $4,299-23.9% |
| Participant deferral / active EE | $4,959 | $4,454+11.3% | $4,175+18.8% | $6,507-23.8% |
| Admin fee / account holder | $3,988 | $5,568-28.4% | $5,349-25.5% | $12,624-68.4% |