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 | $73,406 | $75,828-3.2% | $147,614-50.3% | $59,632+23.1% |
| Participation rate | 76.9% | 71.6%+5.4pp | 84.6%-7.7pp | 68.7%+8.3pp |
| Annual return | -3.13% | 0.37%-3.5pp | 61.98%-65.1pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $2,735 | $3,485-21.5% | $5,564-50.8% | $2,203+24.2% |
| Participant deferral / active EE | $5,586 | $3,130+78.4% | $4,895+14.1% | $3,192+75.0% |
| Admin fee / account holder | $4,889 | $5,985-18.3% | $11,611-57.9% | $4,297+13.8% |