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 | $74,491 | $56,199+32.5% | $67,652+10.1% | $59,632+24.9% |
| Participation rate | 88.9% | 71.5%+17.4pp | 75.7%+13.2pp | 68.7%+20.2pp |
| Annual return | -3.00% | 18505.31%-18508.3pp | 6625.04%-6628.0pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $1,833 | $1,614+13.5% | $2,266-19.1% | $2,203-16.8% |
| Participant deferral / active EE | $3,509 | $2,844+23.4% | $3,560-1.4% | $3,192+9.9% |
| Admin fee / account holder | $19,558 | $3,958+394.1% | $4,821+305.7% | $4,297+355.2% |