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 | $72,936 | $68,346+6.7% | $94,646-22.9% | $75,163-3.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 12.83% | 616.93%-604.1pp | 156.71%-143.9pp | 160.62%-147.8pp |
| Employer contribution / active EE | $2,160 | $2,701-20.0% | $3,672-41.2% | $2,670-19.1% |
| Participant deferral / active EE | $6,794 | $6,537+3.9% | $7,418-8.4% | $4,125+64.7% |
| Admin fee / account holder | $9,806 | $5,326+84.1% | $7,231+35.6% | $5,651+73.5% |