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 | $64,966 | $49,922+30.1% | $80,569-19.4% | $75,163-13.6% |
| Participation rate | 71.0% | 55.3%+15.7pp | 67.0%+4.0pp | 67.2%+3.8pp |
| Annual return | 10.39% | 34.69%-24.3pp | 935.43%-925.0pp | 160.62%-150.2pp |
| Employer contribution / active EE | $1,537 | $1,698-9.5% | $2,723-43.6% | $2,670-42.4% |
| Participant deferral / active EE | $3,272 | $2,990+9.4% | $4,447-26.4% | $4,125-20.7% |
| Admin fee / account holder | $5,667 | $3,577+58.4% | $5,377+5.4% | $5,651+0.3% |