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 | $79,610 | $89,355-10.9% | $141,162-43.6% | $72,985+9.1% |
| Participation rate | 72.1% | 75.1%-3.0pp | 82.5%-10.4pp | 69.5%+2.6pp |
| Annual return | -0.41% | 111.85%-112.3pp | 71.39%-71.8pp | 81.00%-81.4pp |
| Employer contribution / active EE | $7,585 | $3,114+143.5% | $4,735+60.2% | $2,440+210.9% |
| Participant deferral / active EE | $4,033 | $5,418-25.6% | $6,709-39.9% | $3,607+11.8% |
| Admin fee / account holder | $4,627 | $5,958-22.3% | $10,261-54.9% | $5,124-9.7% |