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 | $143,918 | $112,729+27.7% | $98,716+45.8% | $137,256+4.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 5.20% | 38.48%-33.3pp | 31.81%-26.6pp | 220.34%-215.1pp |
| Employer contribution / active EE | $1,701 | $2,725-37.6% | $2,279-25.4% | $4,156-59.1% |
| Participant deferral / active EE | $3,453 | $4,640-25.6% | $4,048-14.7% | $6,407-46.1% |
| Admin fee / account holder | $64,987 | $10,129+541.6% | $8,703+646.7% | $12,270+429.6% |