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 | $168,308 | $59,805+181.4% | $79,550+111.6% | $68,494+145.7% |
| Participation rate | 90.6% | 61.1%+29.6pp | 69.5%+21.1pp | 67.9%+22.7pp |
| Annual return | -23.99% | -12.30%-11.7pp | 0.16%-24.2pp | -7.84%-16.2pp |
| Employer contribution / active EE | $3,176 | $1,505+111.0% | $2,413+31.6% | $2,596+22.3% |
| Participant deferral / active EE | $5,585 | $3,024+84.7% | $3,985+40.2% | $4,027+38.7% |
| Admin fee / account holder | $23,911 | $4,835+394.6% | $6,832+250.0% | $5,403+342.6% |