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 | $27,452 | $65,703-58.2% | $94,224-70.9% | $59,632-54.0% |
| Participation rate | 92.7% | 72.1%+20.6pp | 78.8%+13.9pp | 68.7%+24.0pp |
| Annual return | -19.26% | 5.22%-24.5pp | 10.68%-29.9pp | 2041.28%-2060.5pp |
| Employer contribution / active EE | $2,276 | $2,021+12.6% | $3,587-36.6% | $2,203+3.3% |
| Participant deferral / active EE | $3,306 | $3,143+5.2% | $4,320-23.5% | $3,192+3.6% |
| Admin fee / account holder | $720 | $4,264-83.1% | $6,269-88.5% | $4,297-83.2% |