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 | $22,479 | $78,694-71.4% | $67,652-66.8% | $125,391-82.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -3.91% | 9.46%-13.4pp | 6625.04%-6628.9pp | 282.22%-286.1pp |
| Employer contribution / active EE | $2,522 | $3,044-17.1% | $2,266+11.3% | $4,866-48.2% |
| Participant deferral / active EE | $7,500 | $4,292+74.7% | $3,560+110.7% | $5,352+40.1% |
| Admin fee / account holder | $17,003 | $7,403+129.7% | $4,821+252.7% | $9,540+78.2% |