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 | $69,457 | $74,888-7.3% | $71,209-2.5% | $142,382-51.2% |
| Participation rate | 95.8% | 76.2%+19.6pp | 73.8%+22.1pp | 80.1%+15.7pp |
| Annual return | 9.71% | 345.14%-335.4pp | 282.51%-272.8pp | 217.08%-207.4pp |
| Employer contribution / active EE | $4,743 | $2,854+66.2% | $2,721+74.3% | $4,299+10.3% |
| Participant deferral / active EE | $5,695 | $4,454+27.9% | $4,175+36.4% | $6,507-12.5% |
| Admin fee / account holder | $29,058 | $5,568+421.8% | $5,349+443.3% | $12,624+130.2% |