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 9-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 | $85,023 | $43,504+95.4% | $68,793+23.6% | $56,287+51.1% |
| Participation rate | 70.3% | 67.8%+2.4pp | 72.2%-2.0pp | 69.9%+0.4pp |
| Annual return | -7.46% | -3.15%-4.3pp | -4.63%-2.8pp | -9.96%+2.5pp |
| Employer contribution / active EE | $2,147 | $1,525+40.8% | $2,625-18.2% | $2,111+1.7% |
| Participant deferral / active EE | $5,164 | $2,509+105.8% | $3,311+56.0% | $3,350+54.2% |
| Admin fee / account holder | $1,883 | $515+265.6% | $5,131-63.3% | $521+261.5% |