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 | $28,742 | $172,111-83.3% | $150,298-80.9% | $137,256-79.1% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | -0.31% | 69.37%-69.7pp | 62.79%-63.1pp | 220.34%-220.7pp |
| Employer contribution / active EE | $2,344 | $4,636-49.4% | $4,154-43.6% | $4,156-43.6% |
| Participant deferral / active EE | $5,693 | $6,166-7.7% | $5,453+4.4% | $6,407-11.1% |
| Admin fee / account holder | $18,571 | $16,471+12.8% | $14,116+31.6% | $12,270+51.4% |