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 | $116,922 | $48,076+143.2% | $78,689+48.6% | $62,891+85.9% |
| Participation rate | 90.7% | 65.2%+25.5pp | 73.6%+17.2pp | 69.3%+21.4pp |
| Annual return | -0.29% | 31.35%-31.6pp | 62.18%-62.5pp | 20.14%-20.4pp |
| Employer contribution / active EE | $1,677 | $2,015-16.8% | $2,851-41.2% | $2,281-26.5% |
| Participant deferral / active EE | $4,838 | $2,588+87.0% | $3,517+37.6% | $3,203+51.1% |
| Admin fee / account holder | $23,690 | $3,207+638.6% | $4,510+425.2% | $4,296+451.5% |