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 | $66,371 | $63,346+4.8% | $92,233-28.0% | $70,131-5.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 12.38% | 530.12%-517.7pp | 176.28%-163.9pp | 73.14%-60.8pp |
| Employer contribution / active EE | $2,713 | $2,471+9.8% | $3,679-26.3% | $2,342+15.8% |
| Participant deferral / active EE | $5,337 | $2,854+87.0% | $3,897+37.0% | $3,332+60.2% |
| Admin fee / account holder | $565 | $3,840-85.3% | $5,194-89.1% | $4,645-87.8% |