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 | $77,729 | $74,888+3.8% | $71,209+9.2% | $142,382-45.4% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 6.71% | 345.14%-338.4pp | 282.51%-275.8pp | 217.08%-210.4pp |
| Employer contribution / active EE | $785 | $2,854-72.5% | $2,721-71.2% | $4,299-81.7% |
| Participant deferral / active EE | $5,337 | $4,454+19.8% | $4,175+27.8% | $6,507-18.0% |
| Admin fee / account holder | $37,330 | $5,568+570.4% | $5,349+597.9% | $12,624+195.7% |