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 | $31,986 | $52,681-39.3% | $75,781-57.8% | $59,632-46.4% |
| Participation rate | 76.1% | 67.2%+8.8pp | 75.8%+0.2pp | 68.7%+7.4pp |
| Annual return | -3.30% | 2.95%-6.3pp | 9.68%-13.0pp | 2041.28%-2044.6pp |
| Employer contribution / active EE | $1,928 | $2,193-12.1% | $3,323-42.0% | $2,203-12.5% |
| Participant deferral / active EE | $3,347 | $2,591+29.2% | $3,651-8.3% | $3,192+4.9% |
| Admin fee / account holder | $1,074 | $3,610-70.2% | $5,299-79.7% | $4,297-75.0% |