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 | $70,985 | $102,966-31.1% | $90,281-21.4% | $152,861-53.6% |
| Participation rate | 92.9% | 75.9%+17.0pp | 73.3%+19.6pp | 82.4%+10.4pp |
| Annual return | 7.67% | 95.16%-87.5pp | 78.10%-70.4pp | 345.32%-337.6pp |
| Employer contribution / active EE | $4,207 | $3,139+34.0% | $2,854+47.4% | $4,762-11.7% |
| Participant deferral / active EE | $4,797 | $4,281+12.0% | $3,885+23.5% | $5,850-18.0% |
| Admin fee / account holder | $2,477 | $6,171-59.9% | $5,351-53.7% | $11,596-78.6% |