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 | $65,151 | $176,377-63.1% | $134,143-51.4% | $158,922-59.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | -9.61% | 63.63%-73.2pp | 36.33%-45.9pp | 302.83%-312.4pp |
| Employer contribution / active EE | $4,414 | $5,040-12.4% | $3,704+19.2% | $4,761-7.3% |
| Participant deferral / active EE | $4,922 | $4,091+20.3% | $3,499+40.7% | $5,982-17.7% |
| Admin fee / account holder | $1,662 | $8,718-80.9% | $6,684-75.1% | $11,246-85.2% |