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 | $34,612 | $82,032-57.8% | $123,104-71.9% | $59,632-42.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -5.50% | 5.12%-10.6pp | 13.22%-18.7pp | 2041.28%-2046.8pp |
| Employer contribution / active EE | $3,309 | $3,297+0.4% | $5,151-35.8% | $2,203+50.2% |
| Participant deferral / active EE | $4,450 | $4,667-4.6% | $6,230-28.6% | $3,192+39.4% |
| Admin fee / account holder | $395 | $5,881-93.3% | $9,015-95.6% | $4,297-90.8% |