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 9-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 | $36,901 | $44,103-16.3% | $75,826-51.3% | $64,186-42.5% |
| Participation rate | 86.8% | 62.7%+24.1pp | 68.2%+18.6pp | 69.6%+17.2pp |
| Annual return | -11.80% | -4.72%-7.1pp | 1914.15%-1925.9pp | 7.63%-19.4pp |
| Employer contribution / active EE | $317 | $1,446-78.1% | $1,913-83.4% | $2,381-86.7% |
| Participant deferral / active EE | $2,509 | $2,204+13.8% | $2,862-12.3% | $3,470-27.7% |
| Admin fee / account holder | $2,023 | $3,506-42.3% | $4,726-57.2% | $4,888-58.6% |