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 | $58,068 | $75,828-23.4% | $147,614-60.7% | $59,632-2.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -3.23% | 0.37%-3.6pp | 61.98%-65.2pp | 2041.28%-2044.5pp |
| Employer contribution / active EE | $2,162 | $3,485-38.0% | $5,564-61.2% | $2,203-1.9% |
| Participant deferral / active EE | $4,215 | $3,130+34.6% | $4,895-13.9% | $3,192+32.1% |
| Admin fee / account holder | $608 | $5,985-89.8% | $11,611-94.8% | $4,297-85.8% |