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 | $89,948 | $126,519-28.9% | $106,201-15.3% | $145,959-38.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 4.73% | 225.10%-220.4pp | 116.26%-111.5pp | 561.95%-557.2pp |
| Employer contribution / active EE | $2,515 | $3,726-32.5% | $3,170-20.7% | $4,661-46.0% |
| Participant deferral / active EE | $6,054 | $5,716+5.9% | $5,012+20.8% | $6,689-9.5% |
| Admin fee / account holder | $1,739 | $17,312-90.0% | $11,039-84.2% | $13,398-87.0% |