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 | $58,121 | $82,032-29.1% | $123,104-52.8% | $59,632-2.5% |
| Participation rate | 97.1% | 83.2%+13.9pp | 86.8%+10.3pp | 68.7%+28.4pp |
| Annual return | -2.21% | 5.12%-7.3pp | 13.22%-15.4pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $4,244 | $3,297+28.7% | $5,151-17.6% | $2,203+92.7% |
| Participant deferral / active EE | $5,385 | $4,667+15.4% | $6,230-13.6% | $3,192+68.7% |
| Admin fee / account holder | $2,106 | $5,881-64.2% | $9,015-76.6% | $4,297-51.0% |