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 | $122,954 | $65,703+87.1% | $94,224+30.5% | $59,632+106.2% |
| Participation rate | 96.0% | 72.1%+23.9pp | 78.8%+17.2pp | 68.7%+27.3pp |
| Annual return | -2.48% | 5.22%-7.7pp | 10.68%-13.2pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $2,436 | $2,021+20.6% | $3,587-32.1% | $2,203+10.6% |
| Participant deferral / active EE | $9,206 | $3,143+192.9% | $4,320+113.1% | $3,192+188.4% |
| Admin fee / account holder | $11,849 | $4,264+177.9% | $6,269+89.0% | $4,297+175.7% |