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 | $196,739 | $105,860+85.8% | $90,749+116.8% | $134,475+46.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -23.85% | -11.01%-12.8pp | -12.16%-11.7pp | 417.96%-441.8pp |
| Employer contribution / active EE | $2,494 | $3,462-28.0% | $2,921-14.6% | $4,740-47.4% |
| Participant deferral / active EE | $5,926 | $5,216+13.6% | $4,564+29.8% | $6,400-7.4% |
| Admin fee / account holder | $1,139 | $13,938-91.8% | $8,445-86.5% | $11,426-90.0% |