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 | $131,110 | $81,900+60.1% | $119,609+9.6% | $68,494+91.4% |
| Participation rate | 79.7% | 71.9%+7.8pp | 79.3%+0.5pp | 67.9%+11.8pp |
| Annual return | -19.39% | -23.82%+4.4pp | -14.97%-4.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $2,242 | $2,693-16.8% | $4,232-47.0% | $2,596-13.7% |
| Participant deferral / active EE | $5,460 | $4,148+31.6% | $5,602-2.5% | $4,027+35.6% |
| Admin fee / account holder | $25,375 | $6,582+285.5% | $10,323+145.8% | $5,403+369.7% |