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 5-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 | $89,557 | $75,828+18.1% | $147,614-39.3% | $59,632+50.2% |
| Participation rate | 98.8% | 71.6%+27.3pp | 84.6%+14.2pp | 68.7%+30.2pp |
| Annual return | -7.82% | 0.37%-8.2pp | 61.98%-69.8pp | 2041.28%-2049.1pp |
| Employer contribution / active EE | $3,336 | $3,485-4.3% | $5,564-40.0% | $2,203+51.5% |
| Participant deferral / active EE | $3,429 | $3,130+9.6% | $4,895-29.9% | $3,192+7.5% |
| Admin fee / account holder | $3,478 | $5,985-41.9% | $11,611-70.0% | $4,297-19.1% |