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 | $62,889 | $106,890-41.2% | $84,015-25.1% | $152,861-58.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 2.03% | 104.99%-103.0pp | 71.31%-69.3pp | 345.32%-343.3pp |
| Employer contribution / active EE | $4,556 | $2,734+66.6% | $1,983+129.7% | $4,762-4.3% |
| Participant deferral / active EE | $12,500 | $4,011+211.6% | $3,239+286.0% | $5,850+113.7% |
| Admin fee / account holder | $4,214 | $8,285-49.1% | $6,101-30.9% | $11,596-63.7% |