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 | $150,218 | $100,754+49.1% | $86,677+73.3% | $134,475+11.7% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | -23.84% | 29.04%-52.9pp | 35.91%-59.8pp | 417.96%-441.8pp |
| Employer contribution / active EE | $1,940 | $3,489-44.4% | $2,836-31.6% | $4,740-59.1% |
| Participant deferral / active EE | $2,697 | $5,338-49.5% | $4,656-42.1% | $6,400-57.9% |
| Admin fee / account holder | $4,429 | $10,926-59.5% | $7,493-40.9% | $11,426-61.2% |