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 | $75,442 | $77,145-2.2% | $108,410-30.4% | $85,850-12.1% |
| Participation rate | 81.6% | 74.7%+6.9pp | 80.1%+1.4pp | 69.3%+12.3pp |
| Annual return | 12.46% | 44.54%-32.1pp | 905.27%-892.8pp | 318.53%-306.1pp |
| Employer contribution / active EE | $3,150 | $2,379+32.4% | $3,558-11.5% | $2,565+22.8% |
| Participant deferral / active EE | $3,868 | $5,566-30.5% | $6,563-41.1% | $3,952-2.1% |
| Admin fee / account holder | $16,722 | $5,172+223.3% | $7,295+129.2% | $6,260+167.1% |