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 | $72,740 | $105,998-31.4% | $92,233-21.1% | $147,584-50.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.50% | 50.05%-40.5pp | 176.28%-166.8pp | 578.55%-569.0pp |
| Employer contribution / active EE | $2,269 | $4,333-47.6% | $3,679-38.3% | $4,876-53.5% |
| Participant deferral / active EE | $3,459 | $4,478-22.7% | $3,897-11.2% | $5,439-36.4% |
| Admin fee / account holder | $667 | $6,332-89.5% | $5,194-87.2% | $10,885-93.9% |