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 | $86,526 | $65,703+31.7% | $94,224-8.2% | $59,632+45.1% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -2.77% | 5.22%-8.0pp | 10.68%-13.5pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $4,018 | $2,021+98.9% | $3,587+12.0% | $2,203+82.4% |
| Participant deferral / active EE | $3,566 | $3,143+13.5% | $4,320-17.5% | $3,192+11.7% |
| Admin fee / account holder | $21,947 | $4,264+414.7% | $6,269+250.1% | $4,297+410.7% |