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 | $96,519 | $82,032+17.7% | $123,104-21.6% | $59,632+61.9% |
| Participation rate | 88.4% | 83.2%+5.2pp | 86.8%+1.6pp | 68.7%+19.7pp |
| Annual return | -2.44% | 5.12%-7.6pp | 13.22%-15.7pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $2,091 | $3,297-36.6% | $5,151-59.4% | $2,203-5.1% |
| Participant deferral / active EE | $8,596 | $4,667+84.2% | $6,230+38.0% | $3,192+169.3% |
| Admin fee / account holder | $6,097 | $5,881+3.7% | $9,015-32.4% | $4,297+41.9% |