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 4-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 | $44,638 | $95,266-53.1% | $82,389-45.8% | $142,382-68.6% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 0.15% | 25.74%-25.6pp | 28.67%-28.5pp | 217.08%-216.9pp |
| Employer contribution / active EE | $3,300 | $2,991+10.3% | $2,517+31.1% | $4,299-23.2% |
| Participant deferral / active EE | $9,148 | $4,809+90.2% | $4,155+120.2% | $6,507+40.6% |
| Admin fee / account holder | $59,932 | $8,563+599.9% | $7,231+728.9% | $12,624+374.8% |