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 | $69,711 | $65,409+6.6% | $98,442-29.2% | $85,850-18.8% |
| Participation rate | 85.7% | 65.0%+20.7pp | 73.3%+12.4pp | 69.3%+16.4pp |
| Annual return | 9.22% | 21.76%-12.5pp | 1492.73%-1483.5pp | 318.53%-309.3pp |
| Employer contribution / active EE | $4,226 | $2,168+94.9% | $2,960+42.8% | $2,565+64.7% |
| Participant deferral / active EE | $3,243 | $3,166+2.4% | $4,276-24.2% | $3,952-17.9% |
| Admin fee / account holder | $15,113 | $4,593+229.1% | $5,949+154.0% | $6,260+141.4% |