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 | $72,925 | $111,814-34.8% | $93,654-22.1% | $145,959-50.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 5.73% | 203.30%-197.6pp | 133.34%-127.6pp | 561.95%-556.2pp |
| Employer contribution / active EE | $2,197 | $3,092-28.9% | $2,421-9.3% | $4,661-52.9% |
| Participant deferral / active EE | $2,619 | $4,914-46.7% | $4,413-40.6% | $6,689-60.8% |
| Admin fee / account holder | $2,310 | $10,246-77.5% | $8,282-72.1% | $13,398-82.8% |