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 | $116,585 | $133,958-13.0% | $112,228+3.9% | $134,475-13.3% |
| Participation rate | 85.0% | 78.6%+6.4pp | 75.1%+9.9pp | 81.2%+3.8pp |
| Annual return | -22.41% | 47.11%-69.5pp | 27.45%-49.9pp | 417.96%-440.4pp |
| Employer contribution / active EE | $2,645 | $4,038-34.5% | $3,635-27.2% | $4,740-44.2% |
| Participant deferral / active EE | $5,815 | $5,291+9.9% | $4,728+23.0% | $6,400-9.1% |
| Admin fee / account holder | $2,645 | $7,489-64.7% | $6,410-58.7% | $11,426-76.8% |