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 | $59,931 | $45,566+31.5% | $64,105-6.5% | $59,632+0.5% |
| Participation rate | 79.3% | 60.2%+19.1pp | 68.2%+11.1pp | 68.7%+10.6pp |
| Annual return | -6.06% | 4.95%-11.0pp | 791.24%-797.3pp | 2041.28%-2047.3pp |
| Employer contribution / active EE | $3,779 | $934+304.5% | $1,820+107.6% | $2,203+71.6% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,661 | $3,268-18.6% | $4,499-40.9% | $4,297-38.1% |