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 | $74,289 | $49,177+51.1% | $79,464-6.5% | $64,186+15.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -13.01% | -1.16%-11.8pp | 718.14%-731.1pp | 7.63%-20.6pp |
| Employer contribution / active EE | $3,733 | $2,076+79.8% | $2,800+33.3% | $2,381+56.8% |
| Participant deferral / active EE | $5,902 | $2,821+109.2% | $3,704+59.3% | $3,470+70.1% |
| Admin fee / account holder | $1,178 | $3,839-69.3% | $5,113-77.0% | $4,888-75.9% |