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 | $84,909 | $59,805+42.0% | $79,550+6.7% | $68,494+24.0% |
| Participation rate | 79.4% | 61.1%+18.3pp | 69.5%+9.9pp | 67.9%+11.5pp |
| Annual return | -19.72% | -12.30%-7.4pp | 0.16%-19.9pp | -7.84%-11.9pp |
| Employer contribution / active EE | $2,859 | $1,505+90.0% | $2,413+18.5% | $2,596+10.1% |
| Participant deferral / active EE | $5,551 | $3,024+83.5% | $3,985+39.3% | $4,027+37.8% |
| Admin fee / account holder | $556 | $4,835-88.5% | $6,832-91.9% | $5,403-89.7% |