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 | $61,876 | $82,032-24.6% | $123,104-49.7% | $59,632+3.8% |
| Participation rate | 97.4% | 83.2%+14.2pp | 86.8%+10.6pp | 68.7%+28.7pp |
| Annual return | -2.42% | 5.12%-7.5pp | 13.22%-15.6pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $1,445 | $3,297-56.2% | $5,151-71.9% | $2,203-34.4% |
| Participant deferral / active EE | $4,181 | $4,667-10.4% | $6,230-32.9% | $3,192+31.0% |
| Admin fee / account holder | $1,668 | $5,881-71.6% | $9,015-81.5% | $4,297-61.2% |