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 | $136,188 | $115,770+17.6% | $101,248+34.5% | $158,922-14.3% |
| Participation rate | 76.9% | 79.4%-2.4pp | 75.8%+1.1pp | 82.0%-5.0pp |
| Annual return | -0.15% | 56.14%-56.3pp | 46.47%-46.6pp | 302.83%-303.0pp |
| Employer contribution / active EE | $2,270 | $4,175-45.6% | $3,660-38.0% | $4,761-52.3% |
| Participant deferral / active EE | $5,325 | $4,957+7.4% | $4,370+21.9% | $5,982-11.0% |
| Admin fee / account holder | $2,994 | $7,245-58.7% | $5,945-49.6% | $11,246-73.4% |