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 | $78,611 | $48,795+61.1% | $65,493+20.0% | $84,808-7.3% |
| Participation rate | 90.7% | 67.0%+23.7pp | 73.1%+17.6pp | 68.3%+22.4pp |
| Annual return | 11.17% | 20.20%-9.0pp | 982.45%-971.3pp | 40.90%-29.7pp |
| Employer contribution / active EE | $1,570 | $1,930-18.6% | $2,574-39.0% | $2,631-40.3% |
| Participant deferral / active EE | $1,548 | $2,928-47.2% | $3,961-60.9% | $4,212-63.3% |
| Admin fee / account holder | $19,208 | $3,877+395.4% | $5,028+282.0% | $7,344+161.6% |