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 | $75,738 | $74,888+1.1% | $71,209+6.4% | $142,382-46.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.97% | 345.14%-334.2pp | 282.51%-271.5pp | 217.08%-206.1pp |
| Employer contribution / active EE | $3,306 | $2,854+15.8% | $2,721+21.5% | $4,299-23.1% |
| Participant deferral / active EE | $848 | $4,454-81.0% | $4,175-79.7% | $6,507-87.0% |
| Admin fee / account holder | $583 | $5,568-89.5% | $5,349-89.1% | $12,624-95.4% |