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 | $113,156 | $81,900+38.2% | $119,609-5.4% | $68,494+65.2% |
| Participation rate | 83.3% | 71.9%+11.4pp | 79.3%+4.1pp | 67.9%+15.4pp |
| Annual return | -19.46% | -23.82%+4.4pp | -14.97%-4.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $4,025 | $2,693+49.5% | $4,232-4.9% | $2,596+55.0% |
| Participant deferral / active EE | $8,630 | $4,148+108.1% | $5,602+54.1% | $4,027+114.3% |
| Admin fee / account holder | $2,615 | $6,582-60.3% | $10,323-74.7% | $5,403-51.6% |