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 | $139,450 | $77,634+79.6% | $156,549-10.9% | $62,891+121.7% |
| Participation rate | 71.4% | 71.2%+0.2pp | 84.0%-12.6pp | 69.3%+2.1pp |
| Annual return | -4.88% | 50.32%-55.2pp | 32.23%-37.1pp | 20.14%-25.0pp |
| Employer contribution / active EE | $1,496 | $3,444-56.6% | $5,501-72.8% | $2,281-34.4% |
| Participant deferral / active EE | $3,720 | $3,045+22.1% | $4,871-23.6% | $3,203+16.1% |
| Admin fee / account holder | $4,191 | $5,561-24.6% | $13,027-67.8% | $4,296-2.4% |