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 | $191,890 | $100,754+90.5% | $86,677+121.4% | $134,475+42.7% |
| Participation rate | 72.7% | 78.9%-6.2pp | 76.6%-3.8pp | 81.2%-8.5pp |
| Annual return | -22.90% | 29.04%-51.9pp | 35.91%-58.8pp | 417.96%-440.9pp |
| Employer contribution / active EE | $1,371 | $3,489-60.7% | $2,836-51.7% | $4,740-71.1% |
| Participant deferral / active EE | $2,911 | $5,338-45.5% | $4,656-37.5% | $6,400-54.5% |
| Admin fee / account holder | $1,283 | $10,926-88.3% | $7,493-82.9% | $11,426-88.8% |