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 | $64,620 | $56,199+15.0% | $67,652-4.5% | $59,632+8.4% |
| Participation rate | 87.5% | 71.5%+16.0pp | 75.7%+11.8pp | 68.7%+18.8pp |
| Annual return | -3.57% | 18505.31%-18508.9pp | 6625.04%-6628.6pp | 2041.28%-2044.9pp |
| Employer contribution / active EE | $1,317 | $1,614-18.4% | $2,266-41.9% | $2,203-40.2% |
| Participant deferral / active EE | $5,816 | $2,844+104.5% | $3,560+63.4% | $3,192+82.2% |
| Admin fee / account holder | $1,279 | $3,958-67.7% | $4,821-73.5% | $4,297-70.2% |