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 | $42,766 | $82,032-47.9% | $123,104-65.3% | $59,632-28.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -2.00% | 5.12%-7.1pp | 13.22%-15.2pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $4,291 | $3,297+30.2% | $5,151-16.7% | $2,203+94.8% |
| Participant deferral / active EE | $3,248 | $4,667-30.4% | $6,230-47.9% | $3,192+1.8% |
| Admin fee / account holder | $2,397 | $5,881-59.2% | $9,015-73.4% | $4,297-44.2% |