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 | $73,457 | $102,317-28.2% | $146,958-50.0% | $80,856-9.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | -2.31% | 134.76%-137.1pp | 418.34%-420.6pp | 35.59%-37.9pp |
| Employer contribution / active EE | $4,832 | $3,713+30.1% | $4,933-2.1% | $2,755+75.4% |
| Participant deferral / active EE | $4,110 | $6,644-38.1% | $8,070-49.1% | $4,296-4.3% |
| Admin fee / account holder | $6,400 | $7,941-19.4% | $12,998-50.8% | $6,918-7.5% |