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 | $94,259 | $78,422+20.2% | $95,952-1.8% | $79,858+18.0% |
| Participation rate | 88.7% | 73.5%+15.2pp | 77.1%+11.7pp | 69.6%+19.1pp |
| Annual return | -2.21% | 19.37%-21.6pp | 91.61%-93.8pp | 31.71%-33.9pp |
| Employer contribution / active EE | $1,400 | $1,945-28.0% | $2,541-44.9% | $2,471-43.4% |
| Participant deferral / active EE | $1,579 | $3,440-54.1% | $4,167-62.1% | $3,740-57.8% |
| Admin fee / account holder | $19,715 | $5,622+250.7% | $6,795+190.1% | $5,306+271.5% |