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 | $122,940 | $72,492+69.6% | $87,100+41.1% | $72,985+68.4% |
| Participation rate | 87.8% | 72.8%+14.9pp | 76.9%+10.9pp | 69.5%+18.3pp |
| Annual return | -0.57% | 24.46%-25.0pp | 28.19%-28.8pp | 81.00%-81.6pp |
| Employer contribution / active EE | $2,101 | $1,894+11.0% | $2,521-16.7% | $2,440-13.9% |
| Participant deferral / active EE | $5,781 | $3,270+76.8% | $4,049+42.8% | $3,607+60.3% |
| Admin fee / account holder | $822 | $5,055-83.7% | $7,497-89.0% | $5,124-84.0% |