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 | $96,993 | $65,365+48.4% | $92,893+4.4% | $72,985+32.9% |
| Participation rate | 81.6% | 68.3%+13.3pp | 76.0%+5.6pp | 69.5%+12.1pp |
| Annual return | 0.91% | 42.10%-41.2pp | 109.41%-108.5pp | 81.00%-80.1pp |
| Employer contribution / active EE | $3,818 | $2,594+47.2% | $3,653+4.5% | $2,440+56.5% |
| Participant deferral / active EE | $2,828 | $3,128-9.6% | $4,236-33.3% | $3,607-21.6% |
| Admin fee / account holder | $4,108 | $4,251-3.4% | $5,794-29.1% | $5,124-19.8% |