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 | $85,748 | $96,635-11.3% | $86,612-1.0% | $139,434-38.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 9.87% | 106.41%-96.5pp | 591.07%-581.2pp | 372.94%-363.1pp |
| Employer contribution / active EE | $4,874 | $3,263+49.4% | $3,022+61.3% | $4,751+2.6% |
| Participant deferral / active EE | $4,042 | $4,836-16.4% | $4,438-8.9% | $6,710-39.8% |
| Admin fee / account holder | $35,673 | $6,408+456.7% | $5,614+535.4% | $11,403+212.9% |