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 | $38,643 | $82,032-52.9% | $123,104-68.6% | $59,632-35.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -2.72% | 5.12%-7.8pp | 13.22%-15.9pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $1,193 | $3,297-63.8% | $5,151-76.8% | $2,203-45.8% |
| Participant deferral / active EE | $2,777 | $4,667-40.5% | $6,230-55.4% | $3,192-13.0% |
| Admin fee / account holder | $9,435 | $5,881+60.4% | $9,015+4.7% | $4,297+119.6% |