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 | $72,010 | $75,828-5.0% | $147,614-51.2% | $59,632+20.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -12.69% | 0.37%-13.1pp | 61.98%-74.7pp | 2041.28%-2054.0pp |
| Employer contribution / active EE | $5,700 | $3,485+63.6% | $5,564+2.4% | $2,203+158.8% |
| Participant deferral / active EE | $3,572 | $3,130+14.1% | $4,895-27.0% | $3,192+11.9% |
| Admin fee / account holder | $347 | $5,985-94.2% | $11,611-97.0% | $4,297-91.9% |