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 5-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 | $40,373 | $56,199-28.2% | $67,652-40.3% | $59,632-32.3% |
| Participation rate | 75.8% | 71.5%+4.3pp | 75.7%+0.1pp | 68.7%+7.1pp |
| Annual return | -2.64% | 18505.31%-18507.9pp | 6625.04%-6627.7pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $899 | $1,614-44.3% | $2,266-60.3% | $2,203-59.2% |
| Participant deferral / active EE | $3,419 | $2,844+20.2% | $3,560-4.0% | $3,192+7.1% |
| Admin fee / account holder | $397 | $3,958-90.0% | $4,821-91.8% | $4,297-90.8% |