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 | $76,683 | $107,934-29.0% | $91,989-16.6% | $152,861-49.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 4.58% | 89.24%-84.7pp | 69.02%-64.4pp | 345.32%-340.7pp |
| Employer contribution / active EE | $2,681 | $4,210-36.3% | $3,452-22.3% | $4,762-43.7% |
| Participant deferral / active EE | $5,738 | $6,364-9.8% | $5,923-3.1% | $5,850-1.9% |
| Admin fee / account holder | $4,311 | $10,520-59.0% | $7,743-44.3% | $11,596-62.8% |