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 | $72,545 | $45,863+58.2% | $77,024-5.8% | $68,494+5.9% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -23.21% | 1.72%-24.9pp | 42.32%-65.5pp | -7.84%-15.4pp |
| Employer contribution / active EE | $3,154 | $1,650+91.2% | $2,812+12.1% | $2,596+21.5% |
| Participant deferral / active EE | $9,141 | $2,962+208.6% | $4,426+106.5% | $4,027+127.0% |
| Admin fee / account holder | $2,386 | $3,041-21.5% | $5,425-56.0% | $5,403-55.8% |