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 | $70,557 | $95,971-26.5% | $74,550-5.4% | $135,375-47.9% |
| Participation rate | 90.9% | 75.7%+15.3pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | -11.21% | 56.96%-68.2pp | 32.53%-43.7pp | 519.73%-530.9pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,730 | $3,843+49.1% | $3,108+84.3% | $5,609+2.2% |
| Admin fee / account holder | $1,273 | $6,522-80.5% | $5,060-74.8% | $10,827-88.2% |