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 | $73,738 | $65,703+12.2% | $94,224-21.7% | $59,632+23.7% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -3.00% | 5.22%-8.2pp | 10.68%-13.7pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $3,172 | $2,021+57.0% | $3,587-11.6% | $2,203+44.0% |
| Participant deferral / active EE | $4,275 | $3,143+36.0% | $4,320-1.1% | $3,192+33.9% |
| Admin fee / account holder | $2,734 | $4,264-35.9% | $6,269-56.4% | $4,297-36.4% |