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 | $58,672 | $81,208-27.8% | $98,907-40.7% | $79,858-26.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | -9.90% | 60.99%-70.9pp | 196.43%-206.3pp | 31.71%-41.6pp |
| Employer contribution / active EE | $3,847 | $1,960+96.3% | $2,689+43.1% | $2,471+55.7% |
| Participant deferral / active EE | $2,717 | $3,265-16.8% | $4,244-36.0% | $3,740-27.4% |
| Admin fee / account holder | $1,682 | $6,013-72.0% | $6,642-74.7% | $5,306-68.3% |