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 | $67,965 | $168,632-59.7% | $147,614-54.0% | $125,391-45.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.89% | 77.65%-82.5pp | 61.98%-66.9pp | 282.22%-287.1pp |
| Employer contribution / active EE | $1,724 | $6,252-72.4% | $5,564-69.0% | $4,866-64.6% |
| Participant deferral / active EE | $5,917 | $5,507+7.4% | $4,895+20.9% | $5,352+10.6% |
| Admin fee / account holder | $630 | $13,580-95.4% | $11,611-94.6% | $9,540-93.4% |