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 | $244,862 | $52,681+364.8% | $75,781+223.1% | $59,632+310.6% |
| Participation rate | 84.0% | 67.2%+16.8pp | 75.8%+8.2pp | 68.7%+15.3pp |
| Annual return | -3.12% | 2.95%-6.1pp | 9.68%-12.8pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $2,114 | $2,193-3.6% | $3,323-36.4% | $2,203-4.0% |
| Participant deferral / active EE | $10,196 | $2,591+293.6% | $3,651+179.2% | $3,192+219.5% |
| Admin fee / account holder | $23,897 | $3,610+562.0% | $5,299+351.0% | $4,297+456.1% |