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 | $75,471 | $74,888+0.8% | $71,209+6.0% | $142,382-47.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 12.53% | 345.14%-332.6pp | 282.51%-270.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $779 | $2,854-72.7% | $2,721-71.4% | $4,299-81.9% |
| Participant deferral / active EE | $2,829 | $4,454-36.5% | $4,175-32.2% | $6,507-56.5% |
| Admin fee / account holder | $667 | $5,568-88.0% | $5,349-87.5% | $12,624-94.7% |