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 | $42,407 | $45,438-6.7% | $80,004-47.0% | $59,632-28.9% |
| Participation rate | 82.7% | 63.7%+18.9pp | 73.0%+9.7pp | 68.7%+14.0pp |
| Annual return | -3.00% | 5.10%-8.1pp | 7.63%-10.6pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $1,287 | $1,236+4.2% | $2,473-47.9% | $2,203-41.6% |
| Participant deferral / active EE | $2,947 | $2,231+32.1% | $3,204-8.0% | $3,192-7.7% |
| Admin fee / account holder | $965 | $3,464-72.1% | $5,033-80.8% | $4,297-77.5% |