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 | $78,145 | $162,781-52.0% | $133,956-41.7% | $158,922-50.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -4.65% | 41.94%-46.6pp | 45.09%-49.7pp | 302.83%-307.5pp |
| Employer contribution / active EE | $7,311 | $4,975+46.9% | $3,919+86.6% | $4,761+53.6% |
| Participant deferral / active EE | $5,050 | $5,911-14.6% | $5,0480% | $5,982-15.6% |
| Admin fee / account holder | $24,385 | $11,736+107.8% | $8,927+173.2% | $11,246+116.8% |