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 | $141,539 | $77,634+82.3% | $156,549-9.6% | $62,891+125.1% |
| Participation rate | 96.2% | 71.2%+25.0pp | 84.0%+12.1pp | 69.3%+26.8pp |
| Annual return | -2.37% | 50.32%-52.7pp | 32.23%-34.6pp | 20.14%-22.5pp |
| Employer contribution / active EE | $9,008 | $3,444+161.6% | $5,501+63.7% | $2,281+294.9% |
| Participant deferral / active EE | $5,824 | $3,045+91.2% | $4,871+19.6% | $3,203+81.8% |
| Admin fee / account holder | $5,857 | $5,561+5.3% | $13,027-55.0% | $4,296+36.4% |