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 | $93,564 | $91,552+2.2% | $133,956-30.2% | $79,858+17.2% |
| Participation rate | 89.3% | 73.3%+16.0pp | 79.8%+9.5pp | 69.6%+19.7pp |
| Annual return | -7.83% | 61.85%-69.7pp | 45.09%-52.9pp | 31.71%-39.5pp |
| Employer contribution / active EE | $2,795 | $2,384+17.3% | $3,919-28.7% | $2,471+13.1% |
| Participant deferral / active EE | $4,361 | $3,733+16.8% | $5,048-13.6% | $3,740+16.6% |
| Admin fee / account holder | $19,126 | $6,321+202.6% | $8,927+114.2% | $5,306+260.4% |