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 | $42,934 | $45,152-4.9% | $73,843-41.9% | $59,632-28.0% |
| Participation rate | 90.6% | 64.0%+26.5pp | 73.4%+17.1pp | 68.7%+21.9pp |
| Annual return | -2.82% | 27.40%-30.2pp | 2267.84%-2270.7pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $1,325 | $1,902-30.3% | $2,787-52.5% | $2,203-39.8% |
| Participant deferral / active EE | $2,919 | $2,574+13.4% | $3,583-18.5% | $3,192-8.5% |
| Admin fee / account holder | $6,786 | $3,516+93.0% | $4,880+39.1% | $4,297+57.9% |