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 | $139,576 | $93,346+49.5% | $71,796+94.4% | $273,961-49.1% |
| Participation rate | 72.7% | 76.5%-3.8pp | 69.1%+3.6pp | 83.0%-10.3pp |
| Annual return | -0.37% | 130.39%-130.8pp | 78.04%-78.4pp | 41.45%-41.8pp |
| Employer contribution / active EE | $1,549 | $2,733-43.3% | $1,924-19.5% | $4,869-68.2% |
| Participant deferral / active EE | $5,151 | $3,475+48.2% | $2,794+84.3% | $5,287-2.6% |
| Admin fee / account holder | $767 | $6,571-88.3% | $4,815-84.1% | $10,132-92.4% |