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 | $99,081 | $115,770-14.4% | $101,248-2.1% | $158,922-37.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.89% | 56.14%-51.2pp | 46.47%-41.6pp | 302.83%-297.9pp |
| Employer contribution / active EE | $2,189 | $4,175-47.6% | $3,660-40.2% | $4,761-54.0% |
| Participant deferral / active EE | $3,061 | $4,957-38.3% | $4,370-30.0% | $5,982-48.8% |
| Admin fee / account holder | $866 | $7,245-88.0% | $5,945-85.4% | $11,246-92.3% |