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 5-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 | $22,458 | $72,396-69.0% | $67,511-66.7% | $145,959-84.6% |
| Participation rate | 78.6% | 76.9%+1.7pp | 72.9%+5.7pp | 80.3%-1.7pp |
| Annual return | -2.00% | 7194.07%-7196.1pp | 3517.41%-3519.4pp | 561.95%-564.0pp |
| Employer contribution / active EE | $3,102 | $3,071+1.0% | $2,733+13.5% | $4,661-33.4% |
| Participant deferral / active EE | $2,187 | $4,781-54.3% | $4,000-45.3% | $6,689-67.3% |
| Admin fee / account holder | $5,658 | $5,538+2.2% | $3,999+41.5% | $13,398-57.8% |