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 | $228,156 | $148,534+53.6% | $135,903+67.9% | $139,434+63.6% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | -4.48% | 79.19%-83.7pp | 68.23%-72.7pp | 372.94%-377.4pp |
| Employer contribution / active EE | $2,892 | $5,243-44.8% | $4,856-40.4% | $4,751-39.1% |
| Participant deferral / active EE | $10,042 | $8,100+24.0% | $7,758+29.4% | $6,710+49.7% |
| Admin fee / account holder | $5,633 | $12,400-54.6% | $10,762-47.7% | $11,403-50.6% |