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 | $72,525 | $168,632-57.0% | $147,614-50.9% | $125,391-42.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.05% | 77.65%-81.7pp | 61.98%-66.0pp | 282.22%-286.3pp |
| Employer contribution / active EE | $7,925 | $6,252+26.8% | $5,564+42.4% | $4,866+62.9% |
| Participant deferral / active EE | $3,733 | $5,507-32.2% | $4,895-23.8% | $5,352-30.3% |
| Admin fee / account holder | $1,000 | $13,580-92.6% | $11,611-91.4% | $9,540-89.5% |