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 | $30,724 | $82,032-62.5% | $123,104-75.0% | $59,632-48.5% |
| Participation rate | 91.2% | 83.2%+8.0pp | 86.8%+4.5pp | 68.7%+22.6pp |
| Annual return | -2.57% | 5.12%-7.7pp | 13.22%-15.8pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $1,335 | $3,297-59.5% | $5,151-74.1% | $2,203-39.4% |
| Participant deferral / active EE | $3,267 | $4,667-30.0% | $6,230-47.6% | $3,192+2.4% |
| Admin fee / account holder | $1,746 | $5,881-70.3% | $9,015-80.6% | $4,297-59.4% |