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 | $51,398 | $209,411-75.5% | $178,490-71.2% | $158,922-67.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -2.03% | 188.75%-190.8pp | 151.07%-153.1pp | 302.83%-304.9pp |
| Employer contribution / active EE | $7,766 | $5,706+36.1% | $5,011+55.0% | $4,761+63.1% |
| Participant deferral / active EE | $4,333 | $5,954-27.2% | $5,202-16.7% | $5,982-27.6% |
| Admin fee / account holder | $650 | $17,074-96.2% | $13,984-95.4% | $11,246-94.2% |