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 | $117,624 | $178,174-34.0% | $156,181-24.7% | $137,256-14.3% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.8%+5.8pp | 80.0%+4.7pp |
| Annual return | -3.31% | 84.19%-87.5pp | 64.87%-68.2pp | 220.34%-223.7pp |
| Employer contribution / active EE | $3,857 | $4,972-22.4% | $4,294-10.2% | $4,156-7.2% |
| Participant deferral / active EE | $8,526 | $6,888+23.8% | $6,132+39.0% | $6,407+33.1% |
| Admin fee / account holder | $31,615 | $17,404+81.7% | $14,586+116.7% | $12,270+157.7% |