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 | $114,240 | $90,503+26.2% | $78,689+45.2% | $273,961-58.3% |
| Participation rate | 86.7% | 76.5%+10.1pp | 73.6%+13.1pp | 83.0%+3.7pp |
| Annual return | -0.86% | 75.60%-76.5pp | 62.18%-63.0pp | 41.45%-42.3pp |
| Employer contribution / active EE | $2,896 | $3,176-8.8% | $2,851+1.6% | $4,869-40.5% |
| Participant deferral / active EE | $5,230 | $3,901+34.1% | $3,517+48.7% | $5,287-1.1% |
| Admin fee / account holder | $2,096 | $5,263-60.2% | $4,510-53.5% | $10,132-79.3% |