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 | $43,276 | $56,199-23.0% | $67,652-36.0% | $59,632-27.4% |
| Participation rate | 73.6% | 71.5%+2.1pp | 75.7%-2.1pp | 68.7%+4.9pp |
| Annual return | -3.07% | 18505.31%-18508.4pp | 6625.04%-6628.1pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $1,179 | $1,614-27.0% | $2,266-48.0% | $2,203-46.5% |
| Participant deferral / active EE | $1,984 | $2,844-30.2% | $3,560-44.3% | $3,192-37.8% |
| Admin fee / account holder | $5,062 | $3,958+27.9% | $4,821+5.0% | $4,297+17.8% |