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 | $72,903 | $76,000-4.1% | $154,107-52.7% | $64,186+13.6% |
| Participation rate | 87.1% | 70.4%+16.7pp | 83.0%+4.1pp | 69.6%+17.5pp |
| Annual return | -8.58% | 30.32%-38.9pp | 735.12%-743.7pp | 7.63%-16.2pp |
| Employer contribution / active EE | $5,449 | $3,351+62.6% | $5,298+2.9% | $2,381+128.9% |
| Participant deferral / active EE | $4,951 | $3,175+55.9% | $5,081-2.6% | $3,470+42.7% |
| Admin fee / account holder | $16,612 | $5,596+196.8% | $13,411+23.9% | $4,888+239.9% |