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 | $99,941 | $42,546+134.9% | $71,796+39.2% | $55,167+81.2% |
| Participation rate | 89.0% | 59.1%+29.9pp | 69.1%+19.9pp | 69.0%+20.0pp |
| Annual return | -1.78% | 12.36%-14.1pp | 78.04%-79.8pp | 169.23%-171.0pp |
| Employer contribution / active EE | $649 | $803-19.2% | $1,924-66.3% | $1,963-66.9% |
| Participant deferral / active EE | $6,012 | $2,064+191.2% | $2,794+115.1% | $3,054+96.9% |
| Admin fee / account holder | $4,477 | $650+589.1% | $4,815-7.0% | $504+788.4% |