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 | $78,026 | $52,681+48.1% | $75,781+3.0% | $59,632+30.8% |
| Participation rate | 82.1% | 67.2%+14.8pp | 75.8%+6.2pp | 68.7%+13.4pp |
| Annual return | -3.36% | 2.95%-6.3pp | 9.68%-13.0pp | 2041.28%-2044.6pp |
| Employer contribution / active EE | $2,916 | $2,193+33.0% | $3,323-12.2% | $2,203+32.4% |
| Participant deferral / active EE | $2,097 | $2,591-19.1% | $3,651-42.6% | $3,192-34.3% |
| Admin fee / account holder | $6,302 | $3,610+74.6% | $5,299+18.9% | $4,297+46.7% |