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 | $55,912 | $82,032-31.8% | $123,104-54.6% | $59,632-6.2% |
| Participation rate | 90.0% | 83.2%+6.8pp | 86.8%+3.2pp | 68.7%+21.3pp |
| Annual return | -2.11% | 5.12%-7.2pp | 13.22%-15.3pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $1,144 | $3,297-65.3% | $5,151-77.8% | $2,203-48.1% |
| Participant deferral / active EE | $2,981 | $4,667-36.1% | $6,230-52.1% | $3,192-6.6% |
| Admin fee / account holder | $795 | $5,881-86.5% | $9,015-91.2% | $4,297-81.5% |