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 | $35,942 | $82,032-56.2% | $123,104-70.8% | $59,632-39.7% |
| Participation rate | 95.6% | 83.2%+12.4pp | 86.8%+8.8pp | 68.7%+26.9pp |
| Annual return | -3.57% | 5.12%-8.7pp | 13.22%-16.8pp | 2041.28%-2044.9pp |
| Employer contribution / active EE | $3,802 | $3,297+15.3% | $5,151-26.2% | $2,203+72.6% |
| Participant deferral / active EE | $7,329 | $4,667+57.1% | $6,230+17.7% | $3,192+129.6% |
| Admin fee / account holder | $4,217 | $5,881-28.3% | $9,015-53.2% | $4,297-1.9% |