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 | $157,428 | $69,977+125.0% | $108,579+45.0% | $62,891+150.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | -5.21% | 10.73%-15.9pp | -51.70%+46.5pp | 20.14%-25.4pp |
| Employer contribution / active EE | $5,970 | $2,135+179.6% | $3,758+58.8% | $2,281+161.7% |
| Participant deferral / active EE | $2,933 | $3,165-7.3% | $4,311-32.0% | $3,203-8.4% |
| Admin fee / account holder | $66,192 | $5,076+1203.9% | $7,645+765.8% | $4,296+1440.9% |