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 | $129,015 | $102,966+25.3% | $90,281+42.9% | $152,861-15.6% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | -5.66% | 95.16%-100.8pp | 78.10%-83.8pp | 345.32%-351.0pp |
| Employer contribution / active EE | $4,038 | $3,139+28.7% | $2,854+41.5% | $4,762-15.2% |
| Participant deferral / active EE | $1,929 | $4,281-55.0% | $3,885-50.4% | $5,850-67.0% |
| Admin fee / account holder | $1,073 | $6,171-82.6% | $5,351-79.9% | $11,596-90.7% |