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 | $116,400 | $56,199+107.1% | $67,652+72.1% | $59,632+95.2% |
| Participation rate | 73.2% | 71.5%+1.7pp | 75.7%-2.4pp | 68.7%+4.5pp |
| Annual return | -2.45% | 18505.31%-18507.8pp | 6625.04%-6627.5pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,737 | $2,844-38.9% | $3,560-51.2% | $3,192-45.6% |
| Admin fee / account holder | $2,853 | $3,958-27.9% | $4,821-40.8% | $4,297-33.6% |