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 | $74,412 | $74,888-0.6% | $71,209+4.5% | $142,382-47.7% |
| Participation rate | 95.8% | 76.2%+19.6pp | 73.8%+22.1pp | 80.1%+15.7pp |
| Annual return | 10.92% | 345.14%-334.2pp | 282.51%-271.6pp | 217.08%-206.2pp |
| Employer contribution / active EE | $4,634 | $2,854+62.3% | $2,721+70.3% | $4,299+7.8% |
| Participant deferral / active EE | $7,542 | $4,454+69.3% | $4,175+80.6% | $6,507+15.9% |
| Admin fee / account holder | $6,619 | $5,568+18.9% | $5,349+23.8% | $12,624-47.6% |