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 | $58,010 | $78,694-26.3% | $67,652-14.3% | $125,391-53.7% |
| Participation rate | 83.3% | 78.8%+4.5pp | 75.7%+7.7pp | 83.2%+0.1pp |
| Annual return | -3.55% | 9.46%-13.0pp | 6625.04%-6628.6pp | 282.22%-285.8pp |
| Employer contribution / active EE | $2,283 | $3,044-25.0% | $2,266+0.8% | $4,866-53.1% |
| Participant deferral / active EE | $5,710 | $4,292+33.0% | $3,560+60.4% | $5,352+6.7% |
| Admin fee / account holder | $1,420 | $7,403-80.8% | $4,821-70.5% | $9,540-85.1% |