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 | $67,379 | $56,199+19.9% | $67,652-0.4% | $59,632+13.0% |
| Participation rate | 80.0% | 71.5%+8.5pp | 75.7%+4.3pp | 68.7%+11.3pp |
| Annual return | -2.57% | 18505.31%-18507.9pp | 6625.04%-6627.6pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $1,307 | $1,614-19.1% | $2,266-42.3% | $2,203-40.7% |
| Participant deferral / active EE | $4,505 | $2,844+58.4% | $3,560+26.5% | $3,192+41.1% |
| Admin fee / account holder | $8,403 | $3,958+112.3% | $4,821+74.3% | $4,297+95.5% |