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 6-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 | $70,410 | $67,331+4.6% | $60,874+15.7% | $134,475-47.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -21.96% | 49.93%-71.9pp | 16.90%-38.9pp | 417.96%-439.9pp |
| Employer contribution / active EE | $49,208 | $3,096+1489.2% | $2,701+1721.5% | $4,740+938.2% |
| Participant deferral / active EE | $11,530 | $4,538+154.1% | $3,817+202.1% | $6,400+80.2% |
| Admin fee / account holder | $478 | $4,582-89.6% | $3,224-85.2% | $11,426-95.8% |