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 | $119,463 | $75,828+57.5% | $147,614-19.1% | $59,632+100.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -6.14% | 0.37%-6.5pp | 61.98%-68.1pp | 2041.28%-2047.4pp |
| Employer contribution / active EE | $3,391 | $3,485-2.7% | $5,564-39.1% | $2,203+53.9% |
| Participant deferral / active EE | $7,215 | $3,130+130.5% | $4,895+47.4% | $3,192+126.1% |
| Admin fee / account holder | $17,757 | $5,985+196.7% | $11,611+52.9% | $4,297+313.3% |