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 | $63,005 | $65,703-4.1% | $94,224-33.1% | $59,632+5.7% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -2.72% | 5.22%-7.9pp | 10.68%-13.4pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $3,823 | $2,021+89.2% | $3,587+6.6% | $2,203+73.5% |
| Participant deferral / active EE | $3,666 | $3,143+16.6% | $4,320-15.1% | $3,192+14.9% |
| Admin fee / account holder | $3,638 | $4,264-14.7% | $6,269-42.0% | $4,297-15.3% |