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 | $74,829 | $72,177+3.7% | $115,037-35.0% | $59,632+25.5% |
| Participation rate | 79.4% | 72.6%+6.8pp | 81.4%-2.0pp | 68.7%+10.7pp |
| Annual return | -3.20% | 12.02%-15.2pp | 26.14%-29.3pp | 2041.28%-2044.5pp |
| Employer contribution / active EE | $1,920 | $2,841-32.4% | $4,608-58.3% | $2,203-12.8% |
| Participant deferral / active EE | $3,612 | $4,783-24.5% | $6,026-40.1% | $3,192+13.2% |
| Admin fee / account holder | $603 | $4,927-87.8% | $8,175-92.6% | $4,297-86.0% |