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 | $65,446 | $72,177-9.3% | $115,037-43.1% | $59,632+9.7% |
| Participation rate | 84.0% | 72.6%+11.4pp | 81.4%+2.6pp | 68.7%+15.3pp |
| Annual return | -3.71% | 12.02%-15.7pp | 26.14%-29.9pp | 2041.28%-2045.0pp |
| Employer contribution / active EE | $778 | $2,841-72.6% | $4,608-83.1% | $2,203-64.7% |
| Participant deferral / active EE | $6,705 | $4,783+40.2% | $6,026+11.3% | $3,192+110.1% |
| Admin fee / account holder | $2,178 | $4,927-55.8% | $8,175-73.4% | $4,297-49.3% |