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 | $32,740 | $84,695-61.3% | $73,843-55.7% | $125,391-73.9% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | -4.20% | 3123.53%-3127.7pp | 2267.84%-2272.0pp | 282.22%-286.4pp |
| Employer contribution / active EE | $708 | $3,123-77.3% | $2,787-74.6% | $4,866-85.4% |
| Participant deferral / active EE | $1,386 | $3,992-65.3% | $3,583-61.3% | $5,352-74.1% |
| Admin fee / account holder | $8,459 | $5,691+48.6% | $4,880+73.3% | $9,540-11.3% |