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 5-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 | $123,113 | $110,094+11.8% | $151,611-18.8% | $68,494+79.7% |
| Participation rate | 96.8% | 84.0%+12.8pp | 87.5%+9.3pp | 67.9%+28.9pp |
| Annual return | -18.63% | -10.12%-8.5pp | 3.33%-22.0pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,674 | $4,471-62.6% | $6,166-72.9% | $2,596-35.5% |
| Participant deferral / active EE | $9,095 | $6,527+39.3% | $8,363+8.7% | $4,027+125.8% |
| Admin fee / account holder | $2,486 | $7,719-67.8% | $11,616-78.6% | $5,403-54.0% |