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 | $57,379 | $75,828-24.3% | $147,614-61.1% | $59,632-3.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -3.79% | 0.37%-4.2pp | 61.98%-65.8pp | 2041.28%-2045.1pp |
| Employer contribution / active EE | $1,329 | $3,485-61.9% | $5,564-76.1% | $2,203-39.6% |
| Participant deferral / active EE | $3,799 | $3,130+21.4% | $4,895-22.4% | $3,192+19.0% |
| Admin fee / account holder | $6,407 | $5,985+7.0% | $11,611-44.8% | $4,297+49.1% |