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 | $81,685 | $65,703+24.3% | $94,224-13.3% | $59,632+37.0% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -2.69% | 5.22%-7.9pp | 10.68%-13.4pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $5,246 | $2,021+159.6% | $3,587+46.3% | $2,203+138.2% |
| Participant deferral / active EE | $5,211 | $3,143+65.8% | $4,320+20.6% | $3,192+63.3% |
| Admin fee / account holder | $2,833 | $4,264-33.6% | $6,269-54.8% | $4,297-34.1% |