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 | $35,215 | $78,694-55.3% | $67,652-47.9% | $125,391-71.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -6.78% | 9.46%-16.2pp | 6625.04%-6631.8pp | 282.22%-289.0pp |
| Employer contribution / active EE | $10,094 | $3,044+231.6% | $2,266+345.5% | $4,866+107.4% |
| Participant deferral / active EE | $8,831 | $4,292+105.8% | $3,560+148.1% | $5,352+65.0% |
| Admin fee / account holder | $1,293 | $7,403-82.5% | $4,821-73.2% | $9,540-86.5% |