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 | $79,131 | $74,888+5.7% | $71,209+11.1% | $142,382-44.4% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 11.90% | 345.14%-333.2pp | 282.51%-270.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $3,059 | $2,854+7.2% | $2,721+12.4% | $4,299-28.8% |
| Participant deferral / active EE | $6,371 | $4,454+43.0% | $4,175+52.6% | $6,507-2.1% |
| Admin fee / account holder | $29,885 | $5,568+436.7% | $5,349+458.7% | $12,624+136.7% |