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 | $56,713 | $102,966-44.9% | $90,281-37.2% | $152,861-62.9% |
| Participation rate | 95.0% | 75.9%+19.1pp | 73.3%+21.7pp | 82.4%+12.6pp |
| Annual return | -0.46% | 95.16%-95.6pp | 78.10%-78.6pp | 345.32%-345.8pp |
| Employer contribution / active EE | $11,599 | $3,139+269.5% | $2,854+306.4% | $4,762+143.6% |
| Participant deferral / active EE | $4,600 | $4,281+7.4% | $3,885+18.4% | $5,850-21.4% |
| Admin fee / account holder | $1,599 | $6,171-74.1% | $5,351-70.1% | $11,596-86.2% |