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 | $69,362 | $54,350+27.6% | $82,719-16.1% | $68,494+1.3% |
| Participation rate | 96.0% | 63.9%+32.1pp | 72.6%+23.4pp | 67.9%+28.1pp |
| Annual return | -21.62% | -13.67%-8.0pp | 701.18%-722.8pp | -7.84%-13.8pp |
| Employer contribution / active EE | $4,396 | $2,218+98.2% | $3,009+46.1% | $2,596+69.3% |
| Participant deferral / active EE | $7,321 | $3,246+125.5% | $4,395+66.6% | $4,027+81.8% |
| Admin fee / account holder | $10,704 | $4,395+143.5% | $5,329+100.9% | $5,403+98.1% |