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 7-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 | $50,465 | $106,890-52.8% | $84,015-39.9% | $152,861-67.0% |
| Participation rate | 73.7% | 75.2%-1.6pp | 69.0%+4.7pp | 82.4%-8.8pp |
| Annual return | -1.18% | 104.99%-106.2pp | 71.31%-72.5pp | 345.32%-346.5pp |
| Employer contribution / active EE | $746 | $2,734-72.7% | $1,983-62.4% | $4,762-84.3% |
| Participant deferral / active EE | $3,362 | $4,011-16.2% | $3,239+3.8% | $5,850-42.5% |
| Admin fee / account holder | $28,899 | $8,285+248.8% | $6,101+373.7% | $11,596+149.2% |