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 | $69,248 | $52,681+31.4% | $75,781-8.6% | $59,632+16.1% |
| Participation rate | 95.0% | 67.2%+27.8pp | 75.8%+19.2pp | 68.7%+26.3pp |
| Annual return | -3.35% | 2.95%-6.3pp | 9.68%-13.0pp | 2041.28%-2044.6pp |
| Employer contribution / active EE | $3,750 | $2,193+71.0% | $3,323+12.8% | $2,203+70.3% |
| Participant deferral / active EE | $5,589 | $2,591+115.7% | $3,651+53.1% | $3,192+75.1% |
| Admin fee / account holder | $801 | $3,610-77.8% | $5,299-84.9% | $4,297-81.4% |