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 | $63,821 | $61,774+3.3% | $97,226-34.4% | $80,856-21.1% |
| Participation rate | 86.1% | 63.5%+22.6pp | 72.7%+13.4pp | 67.6%+18.5pp |
| Annual return | 8.47% | -557.90%+566.4pp | 75.13%-66.7pp | 35.59%-27.1pp |
| Employer contribution / active EE | $1,017 | $1,837-44.6% | $2,729-62.7% | $2,755-63.1% |
| Participant deferral / active EE | $6,190 | $3,029+104.4% | $4,264+45.2% | $4,296+44.1% |
| Admin fee / account holder | $32,386 | $5,166+526.9% | $5,654+472.9% | $6,918+368.1% |