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 | $153,140 | $54,380+181.6% | $68,509+123.5% | $59,632+156.8% |
| Participation rate | 92.0% | 70.2%+21.8pp | 74.7%+17.3pp | 68.7%+23.3pp |
| Annual return | -2.62% | 2.83%-5.4pp | 8.27%-10.9pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,614 | $2,643+36.7% | $3,382+6.8% | $3,192+13.2% |
| Admin fee / account holder | $4,890 | $3,885+25.9% | $5,275-7.3% | $4,297+13.8% |