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 4-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 | $116,318 | $89,753+29.6% | $107,525+8.2% | $84,808+37.2% |
| Participation rate | 80.0% | 68.1%+11.9pp | 75.1%+4.9pp | 68.3%+11.7pp |
| Annual return | -2.04% | 29.48%-31.5pp | 181.32%-183.4pp | 40.90%-42.9pp |
| Employer contribution / active EE | $1,996 | $3,113-35.9% | $3,754-46.8% | $2,631-24.1% |
| Participant deferral / active EE | $3,465 | $4,056-14.6% | $5,116-32.3% | $4,212-17.7% |
| Admin fee / account holder | $11,525 | $7,222+59.6% | $8,919+29.2% | $7,344+56.9% |