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 | $68,142 | $72,177-5.6% | $115,037-40.8% | $59,632+14.3% |
| Participation rate | 98.5% | 72.6%+26.0pp | 81.4%+17.1pp | 68.7%+29.8pp |
| Annual return | -24.12% | 12.02%-36.1pp | 26.14%-50.3pp | 2041.28%-2065.4pp |
| Employer contribution / active EE | $9,415 | $2,841+231.4% | $4,608+104.3% | $2,203+327.4% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,733 | $4,927-3.9% | $8,175-42.1% | $4,297+10.2% |