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 | $108,486 | $59,101+83.6% | $77,163+40.6% | $75,163+44.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | -4.66% | 26.71%-31.4pp | 37.87%-42.5pp | 160.62%-165.3pp |
| Employer contribution / active EE | $4,909 | $1,995+146.0% | $2,535+93.7% | $2,670+83.9% |
| Participant deferral / active EE | $4,837 | $2,999+61.3% | $3,833+26.2% | $4,125+17.3% |
| Admin fee / account holder | $16,342 | $4,774+242.3% | $5,472+198.6% | $5,651+189.2% |