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 | $141,330 | $100,754+40.3% | $86,677+63.1% | $134,475+5.1% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -23.17% | 29.04%-52.2pp | 35.91%-59.1pp | 417.96%-441.1pp |
| Employer contribution / active EE | $2,437 | $3,489-30.2% | $2,836-14.1% | $4,740-48.6% |
| Participant deferral / active EE | $5,835 | $5,338+9.3% | $4,656+25.3% | $6,400-8.8% |
| Admin fee / account holder | $25,461 | $10,926+133.0% | $7,493+239.8% | $11,426+122.8% |