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 | $59,748 | $49,227+21.4% | $70,449-15.2% | $79,858-25.2% |
| Participation rate | 88.5% | 69.2%+19.3pp | 75.1%+13.4pp | 69.6%+18.8pp |
| Annual return | -4.10% | 30.06%-34.2pp | 109.03%-113.1pp | 31.71%-35.8pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,587 | $2,768-42.7% | $3,709-57.2% | $3,740-57.6% |
| Admin fee / account holder | $10,372 | $2,878+260.4% | $3,845+169.7% | $5,306+95.5% |