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 9-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 | $63,934 | $63,346+0.9% | $92,233-30.7% | $70,131-8.8% |
| Participation rate | 88.8% | 68.7%+20.1pp | 76.5%+12.3pp | 69.5%+19.2pp |
| Annual return | 11.76% | 530.12%-518.4pp | 176.28%-164.5pp | 73.14%-61.4pp |
| Employer contribution / active EE | $1,913 | $2,471-22.6% | $3,679-48.0% | $2,342-18.4% |
| Participant deferral / active EE | $4,675 | $2,854+63.8% | $3,897+20.0% | $3,332+40.3% |
| Admin fee / account holder | $5,032 | $3,840+31.0% | $5,194-3.1% | $4,645+8.3% |