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 | $63,913 | $76,000-15.9% | $154,107-58.5% | $64,186-0.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -10.31% | 30.32%-40.6pp | 735.12%-745.4pp | 7.63%-17.9pp |
| Employer contribution / active EE | $2,096 | $3,351-37.5% | $5,298-60.4% | $2,381-12.0% |
| Participant deferral / active EE | $4,076 | $3,175+28.4% | $5,081-19.8% | $3,470+17.5% |
| Admin fee / account holder | $2,873 | $5,596-48.7% | $13,411-78.6% | $4,888-41.2% |