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 | $53,277 | $78,694-32.3% | $67,652-21.2% | $125,391-57.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -16.25% | 9.46%-25.7pp | 6625.04%-6641.3pp | 282.22%-298.5pp |
| Employer contribution / active EE | $3,928 | $3,044+29.1% | $2,266+73.4% | $4,866-19.3% |
| Participant deferral / active EE | $2,500 | $4,292-41.8% | $3,560-29.8% | $5,352-53.3% |
| Admin fee / account holder | $4,049 | $7,403-45.3% | $4,821-16.0% | $9,540-57.6% |