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 | $69,721 | $65,703+6.1% | $94,224-26.0% | $59,632+16.9% |
| Participation rate | 96.3% | 72.1%+24.2pp | 78.8%+17.5pp | 68.7%+27.6pp |
| Annual return | -2.59% | 5.22%-7.8pp | 10.68%-13.3pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $2,077 | $2,021+2.8% | $3,587-42.1% | $2,203-5.7% |
| Participant deferral / active EE | $3,709 | $3,143+18.0% | $4,320-14.2% | $3,192+16.2% |
| Admin fee / account holder | $3,552 | $4,264-16.7% | $6,269-43.3% | $4,297-17.3% |