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 | $65,300 | $152,587-57.2% | $125,175-47.8% | $152,861-57.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 1.80% | 54.84%-53.0pp | 43.79%-42.0pp | 345.32%-343.5pp |
| Employer contribution / active EE | $5,490 | $4,946+11.0% | $3,865+42.0% | $4,762+15.3% |
| Participant deferral / active EE | $6,451 | $5,868+9.9% | $4,937+30.7% | $5,850+10.3% |
| Admin fee / account holder | $392 | $13,434-97.1% | $9,702-96.0% | $11,596-96.6% |