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 | $66,908 | $56,199+19.1% | $67,652-1.1% | $59,632+12.2% |
| Participation rate | 91.7% | 71.5%+20.2pp | 75.7%+16.0pp | 68.7%+23.0pp |
| Annual return | -7.65% | 18505.31%-18513.0pp | 6625.04%-6632.7pp | 2041.28%-2048.9pp |
| Employer contribution / active EE | $4,491 | $1,614+178.2% | $2,266+98.3% | $2,203+103.9% |
| Participant deferral / active EE | $3,883 | $2,844+36.5% | $3,560+9.1% | $3,192+21.7% |
| Admin fee / account holder | $478 | $3,958-87.9% | $4,821-90.1% | $4,297-88.9% |