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 | $82,435 | $90,503-8.9% | $78,689+4.8% | $273,961-69.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -2.15% | 75.60%-77.7pp | 62.18%-64.3pp | 41.45%-43.6pp |
| Employer contribution / active EE | $7,020 | $3,176+121.0% | $2,851+146.3% | $4,869+44.2% |
| Participant deferral / active EE | $4,871 | $3,901+24.9% | $3,517+38.5% | $5,287-7.9% |
| Admin fee / account holder | $12,664 | $5,263+140.6% | $4,510+180.8% | $10,132+25.0% |