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 | $111,175 | $89,355+24.4% | $141,162-21.2% | $72,985+52.3% |
| Participation rate | 96.3% | 75.1%+21.1pp | 82.5%+13.8pp | 69.5%+26.8pp |
| Annual return | -2.00% | 111.85%-113.9pp | 71.39%-73.4pp | 81.00%-83.0pp |
| Employer contribution / active EE | $2,138 | $3,114-31.3% | $4,735-54.8% | $2,440-12.4% |
| Participant deferral / active EE | $6,759 | $5,418+24.8% | $6,709+0.7% | $3,607+87.4% |
| Admin fee / account holder | $30,427 | $5,958+410.7% | $10,261+196.5% | $5,124+493.8% |