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 | $181,849 | $127,386+42.8% | $115,037+58.1% | $125,391+45.0% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | -4.91% | 31.28%-36.2pp | 26.14%-31.0pp | 282.22%-287.1pp |
| Employer contribution / active EE | $6,421 | $5,166+24.3% | $4,608+39.4% | $4,866+32.0% |
| Participant deferral / active EE | $4,553 | $6,423-29.1% | $6,026-24.4% | $5,352-14.9% |
| Admin fee / account holder | $1,959 | $9,516-79.4% | $8,175-76.0% | $9,540-79.5% |