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 | $83,068 | $82,664+0.5% | $125,339-33.7% | $68,494+21.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -20.50% | -5.97%-14.5pp | 572.05%-592.6pp | -7.84%-12.7pp |
| Employer contribution / active EE | $10,222 | $3,381+202.3% | $4,814+112.3% | $2,596+293.7% |
| Participant deferral / active EE | $8,640 | $6,110+41.4% | $7,446+16.0% | $4,027+114.5% |
| Admin fee / account holder | $37,406 | $6,275+496.1% | $10,010+273.7% | $5,403+592.3% |