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 | $67,653 | $162,781-58.4% | $133,956-49.5% | $158,922-57.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -2.39% | 41.94%-44.3pp | 45.09%-47.5pp | 302.83%-305.2pp |
| Employer contribution / active EE | $2,756 | $4,975-44.6% | $3,919-29.7% | $4,761-42.1% |
| Participant deferral / active EE | $4,256 | $5,911-28.0% | $5,048-15.7% | $5,982-28.9% |
| Admin fee / account holder | $21,928 | $11,736+86.8% | $8,927+145.6% | $11,246+95.0% |