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 | $103,872 | $77,634+33.8% | $156,549-33.6% | $62,891+65.2% |
| Participation rate | 93.5% | 71.2%+22.3pp | 84.0%+9.5pp | 69.3%+24.2pp |
| Annual return | -2.06% | 50.32%-52.4pp | 32.23%-34.3pp | 20.14%-22.2pp |
| Employer contribution / active EE | $5,126 | $3,444+48.9% | $5,501-6.8% | $2,281+124.7% |
| Participant deferral / active EE | $3,440 | $3,045+13.0% | $4,871-29.4% | $3,203+7.4% |
| Admin fee / account holder | $2,046 | $5,561-63.2% | $13,027-84.3% | $4,296-52.4% |