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 | $120,166 | $54,350+121.1% | $82,719+45.3% | $68,494+75.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -20.07% | -13.67%-6.4pp | 701.18%-721.2pp | -7.84%-12.2pp |
| Employer contribution / active EE | $2,089 | $2,218-5.8% | $3,009-30.6% | $2,596-19.5% |
| Participant deferral / active EE | $4,275 | $3,246+31.7% | $4,395-2.7% | $4,027+6.2% |
| Admin fee / account holder | $33,991 | $4,395+673.3% | $5,329+537.9% | $5,403+529.2% |