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 | $52,141 | $58,927-11.5% | $76,817-32.1% | $72,985-28.6% |
| Participation rate | 86.4% | 67.3%+19.1pp | 72.1%+14.4pp | 69.5%+17.0pp |
| Annual return | -1.13% | 2305.64%-2306.8pp | 1166.11%-1167.2pp | 81.00%-82.1pp |
| Employer contribution / active EE | $1,529 | $1,787-14.4% | $2,302-33.6% | $2,440-37.3% |
| Participant deferral / active EE | $3,254 | $2,690+21.0% | $3,336-2.4% | $3,607-9.8% |
| Admin fee / account holder | $3,114 | $4,013-22.4% | $6,420-51.5% | $5,124-39.2% |