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 | $123,169 | $59,107+108.4% | $86,436+42.5% | $68,494+79.8% |
| Participation rate | 84.4% | 75.2%+9.2pp | 80.3%+4.1pp | 67.9%+16.6pp |
| Annual return | -19.20% | -0.23%-19.0pp | 4394.89%-4414.1pp | -7.84%-11.4pp |
| Employer contribution / active EE | $3,481 | $2,519+38.2% | $3,769-7.6% | $2,596+34.1% |
| Participant deferral / active EE | $9,846 | $5,901+66.8% | $6,952+41.6% | $4,027+144.5% |
| Admin fee / account holder | $5,907 | $5,637+4.8% | $6,731-12.2% | $5,403+9.3% |