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 | $66,633 | $70,756-5.8% | $65,493+1.7% | $142,382-53.2% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.1%+5.6pp |
| Annual return | 4.32% | 1754.89%-1750.6pp | 982.45%-978.1pp | 217.08%-212.8pp |
| Employer contribution / active EE | $3,985 | $2,881+38.3% | $2,574+54.8% | $4,299-7.3% |
| Participant deferral / active EE | $4,071 | $4,637-12.2% | $3,961+2.8% | $6,507-37.4% |
| Admin fee / account holder | $5,988 | $6,559-8.7% | $5,028+19.1% | $12,624-52.6% |