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 | $83,510 | $106,890-21.9% | $84,015-0.6% | $152,861-45.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 3.92% | 104.99%-101.1pp | 71.31%-67.4pp | 345.32%-341.4pp |
| Employer contribution / active EE | $2,670 | $2,734-2.4% | $1,983+34.6% | $4,762-43.9% |
| Participant deferral / active EE | $3,659 | $4,011-8.8% | $3,239+13.0% | $5,850-37.5% |
| Admin fee / account holder | $847 | $8,285-89.8% | $6,101-86.1% | $11,596-92.7% |