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 | $80,334 | $59,107+35.9% | $86,436-7.1% | $68,494+17.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -25.21% | -0.23%-25.0pp | 4394.89%-4420.1pp | -7.84%-17.4pp |
| Employer contribution / active EE | $4,350 | $2,519+72.7% | $3,769+15.4% | $2,596+67.5% |
| Participant deferral / active EE | $6,925 | $5,901+17.3% | $6,952-0.4% | $4,027+72.0% |
| Admin fee / account holder | $739 | $5,637-86.9% | $6,731-89.0% | $5,403-86.3% |