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 | $69,526 | $90,503-23.2% | $78,689-11.6% | $273,961-74.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -2.68% | 75.60%-78.3pp | 62.18%-64.9pp | 41.45%-44.1pp |
| Employer contribution / active EE | $6,979 | $3,176+119.8% | $2,851+144.8% | $4,869+43.3% |
| Participant deferral / active EE | $6,462 | $3,901+65.6% | $3,517+83.7% | $5,287+22.2% |
| Admin fee / account holder | $4,384 | $5,263-16.7% | $4,510-2.8% | $10,132-56.7% |