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 | $80,374 | $99,079-18.9% | $77,999+3.0% | $273,961-70.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 1.88% | 217.93%-216.1pp | 425.96%-424.1pp | 41.45%-39.6pp |
| Employer contribution / active EE | $1,727 | $3,308-47.8% | $2,470-30.1% | $4,869-64.5% |
| Participant deferral / active EE | $1,973 | $4,306-54.2% | $3,497-43.6% | $5,287-62.7% |
| Admin fee / account holder | $1,799 | $8,954-79.9% | $5,480-67.2% | $10,132-82.2% |