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 | $132,936 | $106,515+24.8% | $96,683+37.5% | $139,434-4.7% |
| Participation rate | 72.2% | 77.8%-5.6pp | 74.3%-2.1pp | 80.3%-8.1pp |
| Annual return | -1.96% | 38.43%-40.4pp | 35.69%-37.7pp | 372.94%-374.9pp |
| Employer contribution / active EE | $2,129 | $4,103-48.1% | $3,737-43.0% | $4,751-55.2% |
| Participant deferral / active EE | $3,289 | $5,454-39.7% | $4,878-32.6% | $6,710-51.0% |
| Admin fee / account holder | $3,253 | $7,877-58.7% | $6,730-51.7% | $11,403-71.5% |