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 | $151,000 | $185,822-18.7% | $169,993-11.2% | $139,434+8.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -0.19% | 60.50%-60.7pp | 53.37%-53.6pp | 372.94%-373.1pp |
| Employer contribution / active EE | $3,736 | $7,590-50.8% | $6,785-44.9% | $4,751-21.4% |
| Participant deferral / active EE | $3,824 | $11,622-67.1% | $10,408-63.3% | $6,710-43.0% |
| Admin fee / account holder | $7,545 | $15,381-50.9% | $12,815-41.1% | $11,403-33.8% |