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 | $101,045 | $72,177+40.0% | $115,037-12.2% | $59,632+69.4% |
| Participation rate | 80.6% | 72.6%+8.1pp | 81.4%-0.7pp | 68.7%+12.0pp |
| Annual return | -4.71% | 12.02%-16.7pp | 26.14%-30.9pp | 2041.28%-2046.0pp |
| Employer contribution / active EE | $2,525 | $2,841-11.1% | $4,608-45.2% | $2,203+14.6% |
| Participant deferral / active EE | $5,114 | $4,783+6.9% | $6,026-15.1% | $3,192+60.2% |
| Admin fee / account holder | $2,060 | $4,927-58.2% | $8,175-74.8% | $4,297-52.1% |