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 | $233,617 | $167,307+39.6% | $143,757+62.5% | $134,475+73.7% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -24.35% | 0.46%-24.8pp | -0.04%-24.3pp | 417.96%-442.3pp |
| Employer contribution / active EE | $9,948 | $5,619+77.0% | $4,951+100.9% | $4,740+109.9% |
| Participant deferral / active EE | $10,240 | $6,446+58.9% | $5,637+81.7% | $6,400+60.0% |
| Admin fee / account holder | $11,398 | $18,088-37.0% | $14,673-22.3% | $11,426-0.2% |