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 | $61,945 | $96,635-35.9% | $86,612-28.5% | $139,434-55.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -4.60% | 106.41%-111.0pp | 591.07%-595.7pp | 372.94%-377.5pp |
| Employer contribution / active EE | $1,346 | $3,263-58.7% | $3,022-55.5% | $4,751-71.7% |
| Participant deferral / active EE | $1,380 | $4,836-71.5% | $4,438-68.9% | $6,710-79.4% |
| Admin fee / account holder | $882 | $6,408-86.2% | $5,614-84.3% | $11,403-92.3% |