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 | $79,684 | $107,334-25.8% | $92,893-14.2% | $152,861-47.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 3.96% | 145.58%-141.6pp | 109.41%-105.5pp | 345.32%-341.4pp |
| Employer contribution / active EE | $1,747 | $4,221-58.6% | $3,653-52.2% | $4,762-63.3% |
| Participant deferral / active EE | $8,398 | $4,845+73.3% | $4,236+98.2% | $5,850+43.5% |
| Admin fee / account holder | $315 | $7,079-95.6% | $5,794-94.6% | $11,596-97.3% |