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 | $91,498 | $54,380+68.3% | $68,509+33.6% | $59,632+53.4% |
| Participation rate | 86.5% | 70.2%+16.3pp | 74.7%+11.8pp | 68.7%+17.8pp |
| Annual return | -2.70% | 2.83%-5.5pp | 8.27%-11.0pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $605 | $1,539-60.7% | $2,278-73.4% | $2,203-72.5% |
| Participant deferral / active EE | $5,496 | $2,643+107.9% | $3,382+62.5% | $3,192+72.2% |
| Admin fee / account holder | $5,261 | $3,885+35.4% | $5,275-0.3% | $4,297+22.4% |