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 | $132,179 | $59,805+121.0% | $79,550+66.2% | $68,494+93.0% |
| Participation rate | 81.3% | 61.1%+20.2pp | 69.5%+11.8pp | 67.9%+13.4pp |
| Annual return | -21.47% | -12.30%-9.2pp | 0.16%-21.6pp | -7.84%-13.6pp |
| Employer contribution / active EE | $2,713 | $1,505+80.3% | $2,413+12.4% | $2,596+4.5% |
| Participant deferral / active EE | $6,102 | $3,024+101.8% | $3,985+53.1% | $4,027+51.5% |
| Admin fee / account holder | $3,857 | $4,835-20.2% | $6,832-43.5% | $5,403-28.6% |