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 | $34,689 | $127,065-72.7% | $113,168-69.3% | $142,382-75.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 0.23% | 24.03%-23.8pp | 24.27%-24.0pp | 217.08%-216.8pp |
| Employer contribution / active EE | $3,492 | $3,442+1.4% | $2,975+17.4% | $4,299-18.8% |
| Participant deferral / active EE | $1,905 | $5,716-66.7% | $5,107-62.7% | $6,507-70.7% |
| Admin fee / account holder | $945 | $15,736-94.0% | $12,068-92.2% | $12,624-92.5% |