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 | $67,181 | $56,199+19.5% | $67,652-0.7% | $59,632+12.7% |
| Participation rate | 85.4% | 71.5%+14.0pp | 75.7%+9.8pp | 68.7%+16.7pp |
| Annual return | -3.08% | 18505.31%-18508.4pp | 6625.04%-6628.1pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $1,116 | $1,614-30.9% | $2,266-50.7% | $2,203-49.3% |
| Participant deferral / active EE | $4,020 | $2,844+41.4% | $3,560+12.9% | $3,192+26.0% |
| Admin fee / account holder | $10,219 | $3,958+158.2% | $4,821+112.0% | $4,297+137.8% |