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 | $79,332 | $108,642-27.0% | $74,701+6.2% | $152,861-48.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | -5.64% | 114.06%-119.7pp | 752.92%-758.6pp | 345.32%-351.0pp |
| Employer contribution / active EE | $3,855 | $1,503+156.5% | $1,084+255.7% | $4,762-19.1% |
| Participant deferral / active EE | $2,515 | $2,712-7.3% | $1,964+28.1% | $5,850-57.0% |
| Admin fee / account holder | $141,570 | $4,902+2787.7% | $3,333+4147.5% | $11,596+1120.8% |