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 | $68,248 | $152,587-55.3% | $125,175-45.5% | $152,861-55.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 4.63% | 54.84%-50.2pp | 43.79%-39.2pp | 345.32%-340.7pp |
| Employer contribution / active EE | $4,737 | $4,946-4.2% | $3,865+22.5% | $4,762-0.5% |
| Participant deferral / active EE | $6,796 | $5,868+15.8% | $4,937+37.7% | $5,850+16.2% |
| Admin fee / account holder | $1,873 | $13,434-86.1% | $9,702-80.7% | $11,596-83.8% |