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 4-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 | $129,839 | $183,519-29.3% | $155,509-16.5% | $145,922-11.0% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 7.94% | 61.17%-53.2pp | 64.67%-56.7pp | 561.29%-553.3pp |
| Employer contribution / active EE | $2,913 | $5,313-45.2% | $4,672-37.7% | $4,660-37.5% |
| Participant deferral / active EE | $6,414 | $6,462-0.8% | $5,626+14.0% | $6,688-4.1% |
| Admin fee / account holder | $18,297 | $19,313-5.3% | $15,912+15.0% | $13,397+36.6% |