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 7-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 | $95,623 | $69,977+36.6% | $108,579-11.9% | $62,891+52.0% |
| Participation rate | 78.2% | 72.9%+5.3pp | 79.6%-1.4pp | 69.3%+8.9pp |
| Annual return | -2.47% | 10.73%-13.2pp | -51.70%+49.2pp | 20.14%-22.6pp |
| Employer contribution / active EE | $572 | $2,135-73.2% | $3,758-84.8% | $2,281-74.9% |
| Participant deferral / active EE | $5,083 | $3,165+60.6% | $4,311+17.9% | $3,203+58.7% |
| Admin fee / account holder | $25,980 | $5,076+411.8% | $7,645+239.8% | $4,296+504.8% |