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 | $69,738 | $99,020-29.6% | $86,590-19.5% | $147,584-52.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | -2.56% | 1312.34%-1314.9pp | 964.84%-967.4pp | 578.55%-581.1pp |
| Employer contribution / active EE | $3,836 | $3,132+22.5% | $2,839+35.1% | $4,876-21.3% |
| Participant deferral / active EE | $4,118 | $3,972+3.7% | $3,609+14.1% | $5,439-24.3% |
| Admin fee / account holder | $586 | $5,710-89.7% | $4,906-88.1% | $10,885-94.6% |