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 | $161,643 | $138,562+16.7% | $246,525-34.4% | $116,875+38.3% |
| Participation rate | 84.6% | 72.8%+11.8pp | 82.0%+2.7pp | 74.5%+10.1pp |
| Annual return | -3.13% | 16.14%-19.3pp | 0.46%-3.6pp | 16.29%-19.4pp |
| Employer contribution / active EE | $1,854 | $4,835-61.6% | $7,467-75.2% | $3,288-43.6% |
| Participant deferral / active EE | $5,255 | $4,207+24.9% | $5,422-3.1% | $3,885+35.3% |
| Admin fee / account holder | $3,934 | $18,110-78.3% | $16,551-76.2% | $12,263-67.9% |