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 | $139,421+15.9% | $239,577-32.5% | $116,462+38.8% |
| Participation rate | 84.6% | 75.0%+9.6pp | 82.1%+2.5pp | 74.7%+9.9pp |
| Annual return | -3.13% | 15.58%-18.7pp | -0.70%-2.4pp | 15.65%-18.8pp |
| Employer contribution / active EE | $1,854 | $4,487-58.7% | $7,232-74.4% | $3,231-42.6% |
| Participant deferral / active EE | $5,255 | $4,296+22.3% | $5,676-7.4% | $3,836+37.0% |
| Admin fee / account holder | $3,934 | $21,515-81.7% | $19,315-79.6% | $12,754-69.2% |