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 | $76,038 | $72,071+5.5% | $68,368+11.2% | $137,256-44.6% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.0%+4.7pp |
| Annual return | 13.13% | 353.14%-340.0pp | 292.57%-279.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $3,084 | $2,788+10.6% | $2,649+16.4% | $4,156-25.8% |
| Participant deferral / active EE | $7,994 | $4,410+81.3% | $4,123+93.9% | $6,407+24.8% |
| Admin fee / account holder | $25,424 | $5,336+376.5% | $5,150+393.7% | $12,270+107.2% |