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 | $96,415 | $65,703+46.7% | $94,224+2.3% | $59,632+61.7% |
| Participation rate | 82.1% | 72.1%+9.9pp | 78.8%+3.3pp | 68.7%+13.4pp |
| Annual return | -2.98% | 5.22%-8.2pp | 10.68%-13.7pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $2,272 | $2,021+12.4% | $3,587-36.7% | $2,203+3.1% |
| Participant deferral / active EE | $5,143 | $3,143+63.6% | $4,320+19.0% | $3,192+61.1% |
| Admin fee / account holder | $3,894 | $4,264-8.7% | $6,269-37.9% | $4,297-9.4% |