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 | $138,339 | $99,341+39.3% | $84,750+63.2% | $273,961-49.5% |
| Participation rate | 89.5% | 80.7%+8.8pp | 76.6%+12.9pp | 83.0%+6.5pp |
| Annual return | -2.04% | 22.93%-25.0pp | 22.78%-24.8pp | 41.45%-43.5pp |
| Employer contribution / active EE | $2,701 | $4,214-35.9% | $3,574-24.4% | $4,869-44.5% |
| Participant deferral / active EE | $4,209 | $4,269-1.4% | $3,712+13.4% | $5,287-20.4% |
| Admin fee / account holder | $10,868 | $6,644+63.6% | $5,332+103.8% | $10,132+7.3% |