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 | $44,777 | $168,632-73.4% | $147,614-69.7% | $125,391-64.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -6.30% | 77.65%-83.9pp | 61.98%-68.3pp | 282.22%-288.5pp |
| Employer contribution / active EE | $4,161 | $6,252-33.5% | $5,564-25.2% | $4,866-14.5% |
| Participant deferral / active EE | $8,203 | $5,507+49.0% | $4,895+67.6% | $5,352+53.3% |
| Admin fee / account holder | $1,223 | $13,580-91.0% | $11,611-89.5% | $9,540-87.2% |