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 | $74,309 | $60,124+23.6% | $90,404-17.8% | $79,858-6.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 2.41% | 71.94%-69.5pp | 1293.02%-1290.6pp | 31.71%-29.3pp |
| Employer contribution / active EE | $2,112 | $2,068+2.1% | $3,262-35.3% | $2,471-14.5% |
| Participant deferral / active EE | $3,495 | $2,938+18.9% | $3,963-11.8% | $3,740-6.6% |
| Admin fee / account holder | $7,033 | $3,976+76.9% | $5,611+25.4% | $5,306+32.5% |