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 | $94,626 | $75,828+24.8% | $147,614-35.9% | $59,632+58.7% |
| Participation rate | 83.3% | 71.6%+11.8pp | 84.6%-1.3pp | 68.7%+14.7pp |
| Annual return | -5.62% | 0.37%-6.0pp | 61.98%-67.6pp | 2041.28%-2046.9pp |
| Employer contribution / active EE | $1,039 | $3,485-70.2% | $5,564-81.3% | $2,203-52.8% |
| Participant deferral / active EE | $4,244 | $3,130+35.6% | $4,895-13.3% | $3,192+33.0% |
| Admin fee / account holder | $3,557 | $5,985-40.6% | $11,611-69.4% | $4,297-17.2% |