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 | $127,005 | $65,703+93.3% | $94,224+34.8% | $59,632+113.0% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -3.31% | 5.22%-8.5pp | 10.68%-14.0pp | 2041.28%-2044.6pp |
| Employer contribution / active EE | $3,082 | $2,021+52.6% | $3,587-14.1% | $2,203+39.9% |
| Participant deferral / active EE | $4,472 | $3,143+42.3% | $4,320+3.5% | $3,192+40.1% |
| Admin fee / account holder | $2,809 | $4,264-34.1% | $6,269-55.2% | $4,297-34.6% |