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 | $81,976 | $74,888+9.5% | $71,209+15.1% | $142,382-42.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 5.32% | 345.14%-339.8pp | 282.51%-277.2pp | 217.08%-211.8pp |
| Employer contribution / active EE | $797 | $2,854-72.1% | $2,721-70.7% | $4,299-81.5% |
| Participant deferral / active EE | $12,532 | $4,454+181.3% | $4,175+200.2% | $6,507+92.6% |
| Admin fee / account holder | $1,093 | $5,568-80.4% | $5,349-79.6% | $12,624-91.3% |