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 | $104,037 | $73,933+40.7% | $96,683+7.6% | $75,163+38.4% |
| Participation rate | 84.4% | 66.4%+18.0pp | 74.3%+10.1pp | 67.2%+17.3pp |
| Annual return | -5.73% | 26.70%-32.4pp | 35.69%-41.4pp | 160.62%-166.3pp |
| Employer contribution / active EE | $1,621 | $2,928-44.6% | $3,737-56.6% | $2,670-39.3% |
| Participant deferral / active EE | $8,577 | $3,659+134.4% | $4,878+75.8% | $4,125+107.9% |
| Admin fee / account holder | $2,399 | $5,216-54.0% | $6,730-64.4% | $5,651-57.6% |