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 | $102,387 | $81,248+26.0% | $155,509-34.2% | $80,856+26.6% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | -3.96% | 33.31%-37.3pp | 64.67%-68.6pp | 35.59%-39.6pp |
| Employer contribution / active EE | $3,678 | $3,100+18.6% | $4,672-21.3% | $2,755+33.5% |
| Participant deferral / active EE | $2,459 | $3,452-28.7% | $5,626-56.3% | $4,296-42.7% |
| Admin fee / account holder | $8,641 | $7,997+8.0% | $15,912-45.7% | $6,918+24.9% |