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 | $27,415 | $65,703-58.3% | $94,224-70.9% | $59,632-54.0% |
| Participation rate | 95.5% | 72.1%+23.3pp | 78.8%+16.7pp | 68.7%+26.8pp |
| Annual return | -3.71% | 5.22%-8.9pp | 10.68%-14.4pp | 2041.28%-2045.0pp |
| Employer contribution / active EE | $544 | $2,021-73.1% | $3,587-84.8% | $2,203-75.3% |
| Participant deferral / active EE | $3,662 | $3,143+16.5% | $4,320-15.2% | $3,192+14.8% |
| Admin fee / account holder | $750 | $4,264-82.4% | $6,269-88.0% | $4,297-82.5% |