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 | $188,194 | $149,734+25.7% | $118,925+58.2% | $158,922+18.4% |
| Participation rate | 80.0% | 82.1%-2.1pp | 75.4%+4.6pp | 82.0%-2.0pp |
| Annual return | -10.80% | 19.95%-30.7pp | 35.88%-46.7pp | 302.83%-313.6pp |
| Employer contribution / active EE | $4,021 | $4,115-2.3% | $3,263+23.3% | $4,761-15.5% |
| Participant deferral / active EE | $5,827 | $5,223+11.6% | $4,265+36.6% | $5,982-2.6% |
| Admin fee / account holder | $1,551 | $8,603-82.0% | $6,581-76.4% | $11,246-86.2% |