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 | $103,608 | $74,888+38.4% | $71,209+45.5% | $142,382-27.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 12.73% | 345.14%-332.4pp | 282.51%-269.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $3,805 | $2,854+33.3% | $2,721+39.8% | $4,299-11.5% |
| Participant deferral / active EE | $7,782 | $4,454+74.7% | $4,175+86.4% | $6,507+19.6% |
| Admin fee / account holder | $3,945 | $5,568-29.2% | $5,349-26.3% | $12,624-68.8% |