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 | $77,993 | $72,177+8.1% | $115,037-32.2% | $59,632+30.8% |
| Participation rate | 87.2% | 72.6%+14.6pp | 81.4%+5.8pp | 68.7%+18.5pp |
| Annual return | -3.11% | 12.02%-15.1pp | 26.14%-29.2pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $4,987 | $2,841+75.5% | $4,608+8.2% | $2,203+126.4% |
| Participant deferral / active EE | $10,476 | $4,783+119.0% | $6,026+73.8% | $3,192+228.2% |
| Admin fee / account holder | $1,615 | $4,927-67.2% | $8,175-80.2% | $4,297-62.4% |