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 | $38,590 | $75,828-49.1% | $147,614-73.9% | $59,632-35.3% |
| Participation rate | 71.7% | 71.6%+0.1pp | 84.6%-12.9pp | 68.7%+3.0pp |
| Annual return | -2.76% | 0.37%-3.1pp | 61.98%-64.7pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $1,082 | $3,485-68.9% | $5,564-80.5% | $2,203-50.9% |
| Participant deferral / active EE | $2,897 | $3,130-7.4% | $4,895-40.8% | $3,192-9.2% |
| Admin fee / account holder | $1,980 | $5,985-66.9% | $11,611-83.0% | $4,297-53.9% |