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 7-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 | $94,634 | $152,587-38.0% | $125,175-24.4% | $152,861-38.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | -0.27% | 54.84%-55.1pp | 43.79%-44.1pp | 345.32%-345.6pp |
| Employer contribution / active EE | $1,272 | $4,946-74.3% | $3,865-67.1% | $4,762-73.3% |
| Participant deferral / active EE | $4,005 | $5,868-31.8% | $4,937-18.9% | $5,850-31.5% |
| Admin fee / account holder | $1,466 | $13,434-89.1% | $9,702-84.9% | $11,596-87.4% |