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 | $223,230 | $106,515+109.6% | $96,683+130.9% | $139,434+60.1% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | -7.65% | 38.43%-46.1pp | 35.69%-43.3pp | 372.94%-380.6pp |
| Employer contribution / active EE | $5,124 | $4,103+24.9% | $3,737+37.1% | $4,751+7.9% |
| Participant deferral / active EE | $7,748 | $5,454+42.1% | $4,878+58.8% | $6,710+15.5% |
| Admin fee / account holder | $8,163 | $7,877+3.6% | $6,730+21.3% | $11,403-28.4% |