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 | $72,628 | $77,145-5.9% | $108,410-33.0% | $85,850-15.4% |
| Participation rate | 88.7% | 74.7%+14.0pp | 80.1%+8.5pp | 69.3%+19.4pp |
| Annual return | 11.78% | 44.54%-32.8pp | 905.27%-893.5pp | 318.53%-306.8pp |
| Employer contribution / active EE | $2,927 | $2,379+23.0% | $3,558-17.7% | $2,565+14.1% |
| Participant deferral / active EE | $6,130 | $5,566+10.1% | $6,563-6.6% | $3,952+55.1% |
| Admin fee / account holder | $14,232 | $5,172+175.2% | $7,295+95.1% | $6,260+127.3% |