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 | $65,382 | $53,127+23.1% | $86,590-24.5% | $70,131-6.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | -2.18% | 27.66%-29.8pp | 964.84%-967.0pp | 73.14%-75.3pp |
| Employer contribution / active EE | $3,190 | $2,068+54.2% | $2,839+12.4% | $2,342+36.2% |
| Participant deferral / active EE | $6,935 | $2,696+157.3% | $3,609+92.2% | $3,332+108.2% |
| Admin fee / account holder | $5,222 | $3,585+45.6% | $4,906+6.4% | $4,645+12.4% |