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 | $47,215 | $65,703-28.1% | $94,224-49.9% | $59,632-20.8% |
| Participation rate | 88.9% | 72.1%+16.8pp | 78.8%+10.1pp | 68.7%+20.2pp |
| Annual return | -2.55% | 5.22%-7.8pp | 10.68%-13.2pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $3,450 | $2,021+70.7% | $3,587-3.8% | $2,203+56.6% |
| Participant deferral / active EE | $2,754 | $3,143-12.4% | $4,320-36.3% | $3,192-13.7% |
| Admin fee / account holder | $606 | $4,264-85.8% | $6,269-90.3% | $4,297-85.9% |