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 | $78,650 | $106,890-26.4% | $84,015-6.4% | $152,861-48.5% |
| Participation rate | 84.6% | 75.2%+9.4pp | 69.0%+15.6pp | 82.4%+2.2pp |
| Annual return | 1.76% | 104.99%-103.2pp | 71.31%-69.6pp | 345.32%-343.6pp |
| Employer contribution / active EE | $923 | $2,734-66.2% | $1,983-53.5% | $4,762-80.6% |
| Participant deferral / active EE | $1,200 | $4,011-70.1% | $3,239-62.9% | $5,850-79.5% |
| Admin fee / account holder | $481 | $8,285-94.2% | $6,101-92.1% | $11,596-95.9% |