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 | $97,681 | $52,681+85.4% | $75,781+28.9% | $59,632+63.8% |
| Participation rate | 96.2% | 67.2%+28.9pp | 75.8%+20.3pp | 68.7%+27.5pp |
| Annual return | -4.64% | 2.95%-7.6pp | 9.68%-14.3pp | 2041.28%-2045.9pp |
| Employer contribution / active EE | $13,333 | $2,193+507.9% | $3,323+301.2% | $2,203+505.3% |
| Participant deferral / active EE | $9,391 | $2,591+262.5% | $3,651+157.2% | $3,192+194.2% |
| Admin fee / account holder | $577 | $3,610-84.0% | $5,299-89.1% | $4,297-86.6% |