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 | $53,979 | $52,681+2.5% | $75,781-28.8% | $59,632-9.5% |
| Participation rate | 92.9% | 67.2%+25.6pp | 75.8%+17.0pp | 68.7%+24.2pp |
| Annual return | -4.44% | 2.95%-7.4pp | 9.68%-14.1pp | 2041.28%-2045.7pp |
| Employer contribution / active EE | $1,613 | $2,193-26.5% | $3,323-51.5% | $2,203-26.8% |
| Participant deferral / active EE | $2,947 | $2,591+13.8% | $3,651-19.3% | $3,192-7.7% |
| Admin fee / account holder | $3,921 | $3,610+8.6% | $5,299-26.0% | $4,297-8.7% |