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 | $72,845 | $56,199+29.6% | $67,652+7.7% | $59,632+22.2% |
| Participation rate | 90.9% | 71.5%+19.4pp | 75.7%+15.2pp | 68.7%+22.2pp |
| Annual return | -4.47% | 18505.31%-18509.8pp | 6625.04%-6629.5pp | 2041.28%-2045.7pp |
| Employer contribution / active EE | $976 | $1,614-39.5% | $2,266-56.9% | $2,203-55.7% |
| Participant deferral / active EE | $2,468 | $2,844-13.2% | $3,560-30.7% | $3,192-22.7% |
| Admin fee / account holder | $5,329 | $3,958+34.6% | $4,821+10.5% | $4,297+24.0% |