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 | $99,222 | $72,277+37.3% | $101,248-2.0% | $79,858+24.2% |
| Participation rate | 74.1% | 68.5%+5.6pp | 75.8%-1.7pp | 69.6%+4.4pp |
| Annual return | -0.60% | 22.30%-22.9pp | 46.47%-47.1pp | 31.71%-32.3pp |
| Employer contribution / active EE | $2,004 | $2,692-25.5% | $3,660-45.2% | $2,471-18.9% |
| Participant deferral / active EE | $5,311 | $3,282+61.8% | $4,370+21.5% | $3,740+42.0% |
| Admin fee / account holder | $31,729 | $4,400+621.1% | $5,945+433.7% | $5,306+498.0% |