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 | $30,337 | $75,828-60.0% | $147,614-79.4% | $59,632-49.1% |
| Participation rate | 94.4% | 71.6%+22.9pp | 84.6%+9.8pp | 68.7%+25.8pp |
| Annual return | -4.38% | 0.37%-4.8pp | 61.98%-66.4pp | 2041.28%-2045.7pp |
| Employer contribution / active EE | $2,143 | $3,485-38.5% | $5,564-61.5% | $2,203-2.7% |
| Participant deferral / active EE | $3,210 | $3,130+2.6% | $4,895-34.4% | $3,192+0.6% |
| Admin fee / account holder | $1,424 | $5,985-76.2% | $11,611-87.7% | $4,297-66.9% |