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 | $79,091 | $755,339-89.5% | $379,746-79.2% | $158,922-50.2% |
| Participation rate | 88.9% | 81.8%+7.1pp | 78.4%+10.5pp | 82.0%+6.9pp |
| Annual return | -1.59% | 53.41%-55.0pp | 34.90%-36.5pp | 302.83%-304.4pp |
| Employer contribution / active EE | $1,743 | $4,685-62.8% | $3,540-50.8% | $4,761-63.4% |
| Participant deferral / active EE | $2,934 | $7,938-63.0% | $6,024-51.3% | $5,982-51.0% |
| Admin fee / account holder | $1,197 | $14,482-91.7% | $7,927-84.9% | $11,246-89.4% |