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 | $164,372 | $71,883+128.7% | $86,677+89.6% | $68,494+140.0% |
| Participation rate | 88.0% | 72.2%+15.8pp | 76.6%+11.4pp | 67.9%+20.1pp |
| Annual return | -19.98% | 3.52%-23.5pp | 35.91%-55.9pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,600 | $2,173-26.4% | $2,836-43.6% | $2,596-38.4% |
| Participant deferral / active EE | $2,845 | $3,779-24.7% | $4,656-38.9% | $4,027-29.3% |
| Admin fee / account holder | $604 | $6,112-90.1% | $7,493-91.9% | $5,403-88.8% |