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 | $90,660 | $112,096-19.1% | $95,952-5.5% | $158,922-43.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -1.64% | 171.09%-172.7pp | 91.61%-93.3pp | 302.83%-304.5pp |
| Employer contribution / active EE | $1,154 | $3,198-63.9% | $2,541-54.6% | $4,761-75.8% |
| Participant deferral / active EE | $2,583 | $4,784-46.0% | $4,167-38.0% | $5,982-56.8% |
| Admin fee / account holder | $13,296 | $10,130+31.2% | $6,795+95.7% | $11,246+18.2% |