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 | $97,445 | $99,020-1.6% | $86,590+12.5% | $147,584-34.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.76% | 1312.34%-1311.6pp | 964.84%-964.1pp | 578.55%-577.8pp |
| Employer contribution / active EE | $1,156 | $3,132-63.1% | $2,839-59.3% | $4,876-76.3% |
| Participant deferral / active EE | $4,952 | $3,972+24.7% | $3,609+37.2% | $5,439-9.0% |
| Admin fee / account holder | $932 | $5,710-83.7% | $4,906-81.0% | $10,885-91.4% |