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 | $212,772 | $135,952+56.5% | $123,892+71.7% | $273,961-22.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -0.31% | 56.63%-56.9pp | 47.52%-47.8pp | 41.45%-41.8pp |
| Employer contribution / active EE | $2,430 | $5,170-53.0% | $4,617-47.4% | $4,869-50.1% |
| Participant deferral / active EE | $8,833 | $6,343+39.3% | $5,984+47.6% | $5,287+67.1% |
| Admin fee / account holder | $1,665 | $9,817-83.0% | $8,357-80.1% | $10,132-83.6% |