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 | $68,876 | $105,998-35.0% | $92,233-25.3% | $147,584-53.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 5.39% | 50.05%-44.7pp | 176.28%-170.9pp | 578.55%-573.2pp |
| Employer contribution / active EE | $2,819 | $4,333-34.9% | $3,679-23.4% | $4,876-42.2% |
| Participant deferral / active EE | $5,550 | $4,478+24.0% | $3,897+42.4% | $5,439+2.1% |
| Admin fee / account holder | $1,674 | $6,332-73.6% | $5,194-67.8% | $10,885-84.6% |