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 | $35,915 | $45,152-20.5% | $73,843-51.4% | $59,632-39.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -4.26% | 27.40%-31.7pp | 2267.84%-2272.1pp | 2041.28%-2045.5pp |
| Employer contribution / active EE | $1,955 | $1,902+2.8% | $2,787-29.9% | $2,203-11.3% |
| Participant deferral / active EE | $1,014 | $2,574-60.6% | $3,583-71.7% | $3,192-68.2% |
| Admin fee / account holder | $8,412 | $3,516+139.2% | $4,880+72.4% | $4,297+95.8% |