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 | $47,297 | $56,897-16.9% | $84,750-44.2% | $62,891-24.8% |
| Participation rate | 98.8% | 68.5%+30.2pp | 76.6%+22.2pp | 69.3%+29.4pp |
| Annual return | -4.26% | 6.30%-10.6pp | 22.78%-27.0pp | 20.14%-24.4pp |
| Employer contribution / active EE | $937 | $2,400-61.0% | $3,574-73.8% | $2,281-58.9% |
| Participant deferral / active EE | $2,494 | $2,709-7.9% | $3,712-32.8% | $3,203-22.1% |
| Admin fee / account holder | $14,176 | $3,581+295.9% | $5,332+165.9% | $4,296+230.0% |