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 | $136,657 | $59,805+128.5% | $79,550+71.8% | $68,494+99.5% |
| Participation rate | 82.5% | 61.1%+21.4pp | 69.5%+13.0pp | 67.9%+14.6pp |
| Annual return | -19.74% | -12.30%-7.4pp | 0.16%-19.9pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,104 | $1,505-26.7% | $2,413-54.3% | $2,596-57.5% |
| Participant deferral / active EE | $5,381 | $3,024+77.9% | $3,985+35.0% | $4,027+33.6% |
| Admin fee / account holder | $3,172 | $4,835-34.4% | $6,832-53.6% | $5,403-41.3% |