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 | $54,619 | $40,256+35.7% | $57,343-4.7% | $59,632-8.4% |
| Participation rate | 87.6% | 69.2%+18.4pp | 75.1%+12.5pp | 68.7%+19.0pp |
| Annual return | -2.38% | 27.49%-29.9pp | 24.39%-26.8pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $3,090 | $1,922+60.8% | $2,689+14.9% | $2,203+40.3% |
| Participant deferral / active EE | $1,109 | $2,399-53.8% | $3,162-64.9% | $3,192-65.3% |
| Admin fee / account holder | $2,822 | $2,818+0.2% | $3,356-15.9% | $4,297-34.3% |