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 | $91,500 | $83,337+9.8% | $67,834+34.9% | $273,961-66.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | -1.25% | 259.45%-260.7pp | 138.47%-139.7pp | 41.45%-42.7pp |
| Employer contribution / active EE | $1,504 | $3,287-54.3% | $2,403-37.4% | $4,869-69.1% |
| Participant deferral / active EE | $9,810 | $4,088+140.0% | $3,160+210.5% | $5,287+85.5% |
| Admin fee / account holder | $1,008 | $6,752-85.1% | $4,622-78.2% | $10,132-90.1% |