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 | $77,769 | $74,888+3.8% | $71,209+9.2% | $142,382-45.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 9.58% | 345.14%-335.6pp | 282.51%-272.9pp | 217.08%-207.5pp |
| Employer contribution / active EE | $2,638 | $2,854-7.6% | $2,721-3.1% | $4,299-38.6% |
| Participant deferral / active EE | $4,786 | $4,454+7.4% | $4,175+14.6% | $6,507-26.5% |
| Admin fee / account holder | $27,205 | $5,568+388.6% | $5,349+408.6% | $12,624+115.5% |