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 | $33,124 | $52,681-37.1% | $75,781-56.3% | $59,632-44.5% |
| Participation rate | 96.6% | 67.2%+29.4pp | 75.8%+20.8pp | 68.7%+27.9pp |
| Annual return | -4.23% | 2.95%-7.2pp | 9.68%-13.9pp | 2041.28%-2045.5pp |
| Employer contribution / active EE | $3,773 | $2,193+72.0% | $3,323+13.5% | $2,203+71.3% |
| Participant deferral / active EE | $1,705 | $2,591-34.2% | $3,651-53.3% | $3,192-46.6% |
| Admin fee / account holder | $1,026 | $3,610-71.6% | $5,299-80.6% | $4,297-76.1% |