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 | $79,070 | $74,888+5.6% | $71,209+11.0% | $142,382-44.5% |
| Participation rate | 82.6% | 76.2%+6.4pp | 73.8%+8.9pp | 80.1%+2.5pp |
| Annual return | 12.13% | 345.14%-333.0pp | 282.51%-270.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,866 | $2,854+35.4% | $2,721+42.1% | $4,299-10.1% |
| Participant deferral / active EE | $6,035 | $4,454+35.5% | $4,175+44.5% | $6,507-7.3% |
| Admin fee / account holder | $3,668 | $5,568-34.1% | $5,349-31.4% | $12,624-70.9% |