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 | $75,530 | $102,317-26.2% | $146,958-48.6% | $80,856-6.6% |
| Participation rate | 82.3% | 75.8%+6.4pp | 82.2%+0.1pp | 67.6%+14.6pp |
| Annual return | 10.74% | 134.76%-124.0pp | 418.34%-407.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,793 | $3,713-51.7% | $4,933-63.7% | $2,755-34.9% |
| Participant deferral / active EE | $5,472 | $6,644-17.6% | $8,070-32.2% | $4,296+27.4% |
| Admin fee / account holder | $14,446 | $7,941+81.9% | $12,998+11.1% | $6,918+108.8% |