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 | $76,409 | $54,320+40.7% | $67,652+12.9% | $52,331+46.0% |
| Participation rate | 99.0% | 73.6%+25.4pp | 75.7%+23.4pp | 68.1%+30.9pp |
| Annual return | -7.74% | 6.81%-14.5pp | 6625.04%-6632.8pp | 4.54%-12.3pp |
| Employer contribution / active EE | $5,595 | $1,544+262.4% | $2,266+147.0% | $1,882+197.4% |
| Participant deferral / active EE | $1,462 | $2,950-50.4% | $3,560-58.9% | $3,022-51.6% |
| Admin fee / account holder | $5,545 | $527+953.1% | $4,821+15.0% | $592+837.3% |