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 | $83,067 | $107,334-22.6% | $92,893-10.6% | $152,861-45.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 0.59% | 145.58%-145.0pp | 109.41%-108.8pp | 345.32%-344.7pp |
| Employer contribution / active EE | $3,491 | $4,221-17.3% | $3,653-4.4% | $4,762-26.7% |
| Participant deferral / active EE | $1,842 | $4,845-62.0% | $4,236-56.5% | $5,850-68.5% |
| Admin fee / account holder | $1,173 | $7,079-83.4% | $5,794-79.8% | $11,596-89.9% |