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 | $82,792 | $102,966-19.6% | $90,281-8.3% | $152,861-45.8% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 3.90% | 95.16%-91.3pp | 78.10%-74.2pp | 345.32%-341.4pp |
| Employer contribution / active EE | $3,161 | $3,139+0.7% | $2,854+10.7% | $4,762-33.6% |
| Participant deferral / active EE | $5,748 | $4,281+34.2% | $3,885+47.9% | $5,850-1.8% |
| Admin fee / account holder | $18,860 | $6,171+205.6% | $5,351+252.4% | $11,596+62.6% |