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 | $86,216 | $183,519-53.0% | $155,509-44.6% | $145,922-40.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.76% | 61.17%-57.4pp | 64.67%-60.9pp | 561.29%-557.5pp |
| Employer contribution / active EE | $6,616 | $5,313+24.5% | $4,672+41.6% | $4,660+42.0% |
| Participant deferral / active EE | $3,750 | $6,462-42.0% | $5,626-33.3% | $6,688-43.9% |
| Admin fee / account holder | $2,982 | $19,313-84.6% | $15,912-81.3% | $13,397-77.7% |