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 | $93,228 | $52,681+77.0% | $75,781+23.0% | $59,632+56.3% |
| Participation rate | 72.6% | 67.2%+5.4pp | 75.8%-3.2pp | 68.7%+3.9pp |
| Annual return | -3.28% | 2.95%-6.2pp | 9.68%-13.0pp | 2041.28%-2044.6pp |
| Employer contribution / active EE | $984 | $2,193-55.2% | $3,323-70.4% | $2,203-55.3% |
| Participant deferral / active EE | $3,856 | $2,591+48.8% | $3,651+5.6% | $3,192+20.8% |
| Admin fee / account holder | $5,148 | $3,610+42.6% | $5,299-2.8% | $4,297+19.8% |