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 3-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 | $145,098 | $159,602-9.1% | $150,045-3.3% | $142,382+1.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | -2.01% | 70.24%-72.2pp | 62.55%-64.6pp | 217.08%-219.1pp |
| Employer contribution / active EE | $2,029 | $4,961-59.1% | $4,693-56.8% | $4,299-52.8% |
| Participant deferral / active EE | $12,690 | $8,310+52.7% | $7,997+58.7% | $6,507+95.0% |
| Admin fee / account holder | $263,572 | $14,846+1675.3% | $13,435+1861.9% | $12,624+1987.9% |