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 | $42,617 | $56,199-24.2% | $67,652-37.0% | $59,632-28.5% |
| Participation rate | 84.0% | 71.5%+12.5pp | 75.7%+8.3pp | 68.7%+15.3pp |
| Annual return | -3.79% | 18505.31%-18509.1pp | 6625.04%-6628.8pp | 2041.28%-2045.1pp |
| Employer contribution / active EE | $1,426 | $1,614-11.7% | $2,266-37.1% | $2,203-35.3% |
| Participant deferral / active EE | $2,782 | $2,844-2.2% | $3,560-21.8% | $3,192-12.8% |
| Admin fee / account holder | $2,852 | $3,958-28.0% | $4,821-40.8% | $4,297-33.6% |