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 | $82,749 | $45,035+83.7% | $62,995+31.4% | $70,131+18.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | -16.47% | 18.76%-35.2pp | 87.57%-104.0pp | 73.14%-89.6pp |
| Employer contribution / active EE | $5,658 | $2,051+175.8% | $2,759+105.1% | $2,342+141.5% |
| Participant deferral / active EE | $6,196 | $2,465+151.4% | $3,329+86.1% | $3,332+86.0% |
| Admin fee / account holder | $11,242 | $2,834+296.6% | $3,600+212.3% | $4,645+142.0% |