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 | $65,112 | $76,000-14.3% | $154,107-57.7% | $64,186+1.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -10.84% | 30.32%-41.2pp | 735.12%-746.0pp | 7.63%-18.5pp |
| Employer contribution / active EE | $2,184 | $3,351-34.8% | $5,298-58.8% | $2,381-8.3% |
| Participant deferral / active EE | $4,823 | $3,175+51.9% | $5,081-5.1% | $3,470+39.0% |
| Admin fee / account holder | $21,520 | $5,596+284.5% | $13,411+60.5% | $4,888+340.3% |