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 | $87,420 | $88,710-1.5% | $81,783+6.9% | $145,959-40.1% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.4%+12.3pp | 80.3%+4.3pp |
| Annual return | 9.17% | 1027.26%-1018.1pp | 775.05%-765.9pp | 561.95%-552.8pp |
| Employer contribution / active EE | $3,846 | $3,083+24.7% | $2,913+32.1% | $4,661-17.5% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,936 | $8,407-77.0% | $7,380-73.8% | $13,398-85.5% |