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 | $84,610 | $48,795+73.4% | $65,493+29.2% | $84,808-0.2% |
| Participation rate | 83.7% | 67.0%+16.7pp | 73.1%+10.6pp | 68.3%+15.4pp |
| Annual return | 10.77% | 20.20%-9.4pp | 982.45%-971.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,601 | $2,928+91.3% | $3,961+41.4% | $4,212+33.0% |
| Admin fee / account holder | $1,683 | $3,877-56.6% | $5,028-66.5% | $7,344-77.1% |