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 | $76,203 | $185,822-59.0% | $169,993-55.2% | $139,434-45.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -3.33% | 60.50%-63.8pp | 53.37%-56.7pp | 372.94%-376.3pp |
| Employer contribution / active EE | $2,053 | $7,590-73.0% | $6,785-69.7% | $4,751-56.8% |
| Participant deferral / active EE | $4,757 | $11,622-59.1% | $10,408-54.3% | $6,710-29.1% |
| Admin fee / account holder | $8,429 | $15,381-45.2% | $12,815-34.2% | $11,403-26.1% |