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 | $129,190 | $81,248+59.0% | $155,509-16.9% | $80,856+59.8% |
| Participation rate | 80.6% | 66.2%+14.4pp | 78.2%+2.4pp | 67.6%+13.0pp |
| Annual return | -1.45% | 33.31%-34.8pp | 64.67%-66.1pp | 35.59%-37.0pp |
| Employer contribution / active EE | $2,389 | $3,100-22.9% | $4,672-48.9% | $2,755-13.3% |
| Participant deferral / active EE | $5,792 | $3,452+67.8% | $5,626+2.9% | $4,296+34.8% |
| Admin fee / account holder | $25,216 | $7,997+215.3% | $15,912+58.5% | $6,918+264.5% |