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 | $64,064 | $70,002-8.5% | $115,037-44.3% | $52,331+22.4% |
| Participation rate | 96.1% | 72.1%+24.0pp | 81.4%+14.8pp | 68.1%+28.0pp |
| Annual return | -1.72% | 4.04%-5.8pp | 26.14%-27.9pp | 4.54%-6.3pp |
| Employer contribution / active EE | $868 | $2,715-68.0% | $4,608-81.2% | $1,882-53.9% |
| Participant deferral / active EE | $7,761 | $4,920+57.8% | $6,026+28.8% | $3,022+156.8% |
| Admin fee / account holder | $2,660 | $566+369.9% | $8,175-67.5% | $592+349.6% |