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 | $86,337 | $74,888+15.3% | $71,209+21.2% | $142,382-39.4% |
| Participation rate | 70.6% | 76.2%-5.6pp | 73.8%-3.2pp | 80.1%-9.5pp |
| Annual return | 12.86% | 345.14%-332.3pp | 282.51%-269.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $420 | $2,854-85.3% | $2,721-84.6% | $4,299-90.2% |
| Participant deferral / active EE | $2,799 | $4,454-37.2% | $4,175-33.0% | $6,507-57.0% |
| Admin fee / account holder | $17,543 | $5,568+215.1% | $5,349+228.0% | $12,624+39.0% |