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 | $27,353 | $56,199-51.3% | $67,652-59.6% | $59,632-54.1% |
| Participation rate | 92.3% | 71.5%+20.8pp | 75.7%+16.6pp | 68.7%+23.6pp |
| Annual return | -3.00% | 18505.31%-18508.3pp | 6625.04%-6628.0pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $1,459 | $1,614-9.7% | $2,266-35.6% | $2,203-33.8% |
| Participant deferral / active EE | $4,336 | $2,844+52.5% | $3,560+21.8% | $3,192+35.9% |
| Admin fee / account holder | $644 | $3,958-83.7% | $4,821-86.6% | $4,297-85.0% |