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 | $34,998 | $168,632-79.2% | $147,614-76.3% | $125,391-72.1% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -4.16% | 77.65%-81.8pp | 61.98%-66.1pp | 282.22%-286.4pp |
| Employer contribution / active EE | $7,066 | $6,252+13.0% | $5,564+27.0% | $4,866+45.2% |
| Participant deferral / active EE | $8,750 | $5,507+58.9% | $4,895+78.7% | $5,352+63.5% |
| Admin fee / account holder | $422 | $13,580-96.9% | $11,611-96.4% | $9,540-95.6% |