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 | $67,207 | $63,346+6.1% | $92,233-27.1% | $70,131-4.2% |
| Participation rate | 82.3% | 68.7%+13.6pp | 76.5%+5.8pp | 69.5%+12.7pp |
| Annual return | 6.69% | 530.12%-523.4pp | 176.28%-169.6pp | 73.14%-66.4pp |
| Employer contribution / active EE | $3,994 | $2,471+61.6% | $3,679+8.6% | $2,342+70.5% |
| Participant deferral / active EE | $4,234 | $2,854+48.4% | $3,897+8.6% | $3,332+27.1% |
| Admin fee / account holder | $11,308 | $3,840+194.5% | $5,194+117.7% | $4,645+143.4% |