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 | $70,864 | $60,124+17.9% | $90,404-21.6% | $79,858-11.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | -2.97% | 71.94%-74.9pp | 1293.02%-1296.0pp | 31.71%-34.7pp |
| Employer contribution / active EE | $1,211 | $2,068-41.4% | $3,262-62.9% | $2,471-51.0% |
| Participant deferral / active EE | $1,404 | $2,938-52.2% | $3,963-64.6% | $3,740-62.5% |
| Admin fee / account holder | $2,322 | $3,976-41.6% | $5,611-58.6% | $5,306-56.2% |