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 | $72,071+7.8% | $68,368+13.7% | $137,256-43.4% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 6.71% | 353.14%-346.4pp | 292.57%-285.9pp | 220.34%-213.6pp |
| Employer contribution / active EE | $785 | $2,788-71.8% | $2,649-70.4% | $4,156-81.1% |
| Participant deferral / active EE | $5,337 | $4,410+21.0% | $4,123+29.5% | $6,407-16.7% |
| Admin fee / account holder | $37,330 | $5,336+599.7% | $5,150+624.9% | $12,270+204.2% |