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 | $98,914 | $82,032+20.6% | $123,104-19.6% | $59,632+65.9% |
| Participation rate | 96.9% | 83.2%+13.7pp | 86.8%+10.1pp | 68.7%+28.2pp |
| Annual return | -2.17% | 5.12%-7.3pp | 13.22%-15.4pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $2,716 | $3,297-17.6% | $5,151-47.3% | $2,203+23.3% |
| Participant deferral / active EE | $10,002 | $4,667+114.3% | $6,230+60.6% | $3,192+213.4% |
| Admin fee / account holder | $911 | $5,881-84.5% | $9,015-89.9% | $4,297-78.8% |