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 | $28,289 | $52,681-46.3% | $75,781-62.7% | $59,632-52.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -3.50% | 2.95%-6.5pp | 9.68%-13.2pp | 2041.28%-2044.8pp |
| Employer contribution / active EE | $6,116 | $2,193+178.8% | $3,323+84.0% | $2,203+177.7% |
| Participant deferral / active EE | $4,383 | $2,591+69.2% | $3,651+20.0% | $3,192+37.3% |
| Admin fee / account holder | $909 | $3,610-74.8% | $5,299-82.8% | $4,297-78.8% |