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 | $82,147 | $74,888+9.7% | $71,209+15.4% | $142,382-42.3% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 9.88% | 345.14%-335.3pp | 282.51%-272.6pp | 217.08%-207.2pp |
| Employer contribution / active EE | $3,033 | $2,854+6.2% | $2,721+11.5% | $4,299-29.5% |
| Participant deferral / active EE | $3,595 | $4,454-19.3% | $4,175-13.9% | $6,507-44.8% |
| Admin fee / account holder | $31,295 | $5,568+462.0% | $5,349+485.1% | $12,624+147.9% |