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 | $79,556 | $59,107+34.6% | $86,436-8.0% | $68,494+16.1% |
| Participation rate | 77.9% | 75.2%+2.7pp | 80.3%-2.4pp | 67.9%+10.0pp |
| Annual return | -20.03% | -0.23%-19.8pp | 4394.89%-4414.9pp | -7.84%-12.2pp |
| Employer contribution / active EE | $3,661 | $2,519+45.3% | $3,769-2.9% | $2,596+41.0% |
| Participant deferral / active EE | $11,191 | $5,901+89.6% | $6,952+61.0% | $4,027+177.9% |
| Admin fee / account holder | $6,395 | $5,637+13.5% | $6,731-5.0% | $5,403+18.4% |