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 | $66,230 | $59,107+12.1% | $86,436-23.4% | $68,494-3.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -25.83% | -0.23%-25.6pp | 4394.89%-4420.7pp | -7.84%-18.0pp |
| Employer contribution / active EE | $21,562 | $2,519+756.0% | $3,769+472.2% | $2,596+730.5% |
| Participant deferral / active EE | $16,918 | $5,901+186.7% | $6,952+143.4% | $4,027+320.1% |
| Admin fee / account holder | $4,126 | $5,637-26.8% | $6,731-38.7% | $5,403-23.6% |