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 | $63,446 | $72,404-12.4% | $110,238-42.4% | $64,186-1.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -22.15% | -6.29%-15.9pp | 314.74%-336.9pp | 7.63%-29.8pp |
| Employer contribution / active EE | $2,917 | $2,282+27.9% | $3,826-23.8% | $2,381+22.5% |
| Participant deferral / active EE | $2,753 | $3,469-20.6% | $4,672-41.1% | $3,470-20.6% |
| Admin fee / account holder | $6,488 | $5,664+14.5% | $8,547-24.1% | $4,888+32.7% |