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 | $60,308 | $56,199+7.3% | $67,652-10.9% | $59,632+1.1% |
| Participation rate | 81.3% | 71.5%+9.8pp | 75.7%+5.6pp | 68.7%+12.6pp |
| Annual return | -3.91% | 18505.31%-18509.2pp | 6625.04%-6629.0pp | 2041.28%-2045.2pp |
| Employer contribution / active EE | $1,295 | $1,614-19.8% | $2,266-42.8% | $2,203-41.2% |
| Participant deferral / active EE | $3,344 | $2,844+17.6% | $3,560-6.1% | $3,192+4.8% |
| Admin fee / account holder | $1,022 | $3,958-74.2% | $4,821-78.8% | $4,297-76.2% |