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 | $164,594 | $106,890+54.0% | $84,015+95.9% | $152,861+7.7% |
| Participation rate | 87.5% | 75.2%+12.3pp | 69.0%+18.5pp | 82.4%+5.1pp |
| Annual return | 0.95% | 104.99%-104.0pp | 71.31%-70.4pp | 345.32%-344.4pp |
| Employer contribution / active EE | $2,989 | $2,734+9.3% | $1,983+50.7% | $4,762-37.2% |
| Participant deferral / active EE | $9,545 | $4,011+138.0% | $3,239+194.7% | $5,850+63.2% |
| Admin fee / account holder | $12,766 | $8,285+54.1% | $6,101+109.2% | $11,596+10.1% |