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 3-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 | $93,305 | $99,921-6.6% | $85,009+9.8% | $145,959-36.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -5.90% | 83.89%-89.8pp | 66.47%-72.4pp | 561.95%-567.9pp |
| Employer contribution / active EE | $4,545 | $3,233+40.6% | $2,728+66.6% | $4,661-2.5% |
| Participant deferral / active EE | $1,614 | $5,293-69.5% | $4,522-64.3% | $6,689-75.9% |
| Admin fee / account holder | $483 | $7,252-93.3% | $6,153-92.2% | $13,398-96.4% |