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 | $94,853 | $56,199+68.8% | $67,652+40.2% | $59,632+59.1% |
| Participation rate | 76.2% | 71.5%+4.7pp | 75.7%+0.5pp | 68.7%+7.5pp |
| Annual return | -2.70% | 18505.31%-18508.0pp | 6625.04%-6627.7pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $498 | $1,614-69.1% | $2,266-78.0% | $2,203-77.4% |
| Participant deferral / active EE | $2,691 | $2,844-5.4% | $3,560-24.4% | $3,192-15.7% |
| Admin fee / account holder | $3,495 | $3,958-11.7% | $4,821-27.5% | $4,297-18.7% |