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 | $21,567 | $56,199-61.6% | $67,652-68.1% | $59,632-63.8% |
| Participation rate | 77.1% | 71.5%+5.7pp | 75.7%+1.5pp | 68.7%+8.5pp |
| Annual return | -3.29% | 18505.31%-18508.6pp | 6625.04%-6628.3pp | 2041.28%-2044.6pp |
| Employer contribution / active EE | $384 | $1,614-76.2% | $2,266-83.0% | $2,203-82.6% |
| Participant deferral / active EE | $2,040 | $2,844-28.3% | $3,560-42.7% | $3,192-36.1% |
| Admin fee / account holder | $763 | $3,958-80.7% | $4,821-84.2% | $4,297-82.2% |