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 | $125,012 | $45,438+175.1% | $80,004+56.3% | $59,632+109.6% |
| Participation rate | 95.2% | 63.7%+31.4pp | 73.0%+22.2pp | 68.7%+26.5pp |
| Annual return | -3.29% | 5.10%-8.4pp | 7.63%-10.9pp | 2041.28%-2044.6pp |
| Employer contribution / active EE | $1,525 | $1,236+23.4% | $2,473-38.3% | $2,203-30.8% |
| Participant deferral / active EE | $7,061 | $2,231+216.5% | $3,204+120.4% | $3,192+121.2% |
| Admin fee / account holder | $24,416 | $3,464+604.8% | $5,033+385.1% | $4,297+468.2% |