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 | $80,427 | $106,890-24.8% | $84,015-4.3% | $152,861-47.4% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.4%+6.4pp |
| Annual return | 1.74% | 104.99%-103.2pp | 71.31%-69.6pp | 345.32%-343.6pp |
| Employer contribution / active EE | $3,244 | $2,734+18.7% | $1,983+63.6% | $4,762-31.9% |
| Participant deferral / active EE | $3,763 | $4,011-6.2% | $3,239+16.2% | $5,850-35.7% |
| Admin fee / account holder | $1,772 | $8,285-78.6% | $6,101-71.0% | $11,596-84.7% |