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 | $70,169 | $49,177+42.7% | $79,464-11.7% | $64,186+9.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -10.32% | -1.16%-9.2pp | 718.14%-728.5pp | 7.63%-18.0pp |
| Employer contribution / active EE | $4,697 | $2,076+126.2% | $2,800+67.7% | $2,381+97.3% |
| Participant deferral / active EE | $3,352 | $2,821+18.8% | $3,704-9.5% | $3,470-3.4% |
| Admin fee / account holder | $1,102 | $3,839-71.3% | $5,113-78.4% | $4,888-77.4% |