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 | $68,804 | $75,828-9.3% | $147,614-53.4% | $59,632+15.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -4.33% | 0.37%-4.7pp | 61.98%-66.3pp | 2041.28%-2045.6pp |
| Employer contribution / active EE | $2,771 | $3,485-20.5% | $5,564-50.2% | $2,203+25.8% |
| Participant deferral / active EE | $4,994 | $3,130+59.5% | $4,895+2.0% | $3,192+56.5% |
| Admin fee / account holder | $378 | $5,985-93.7% | $11,611-96.7% | $4,297-91.2% |