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 | $192,195 | $71,883+167.4% | $86,677+121.7% | $68,494+180.6% |
| Participation rate | 78.9% | 72.2%+6.7pp | 76.6%+2.4pp | 67.9%+11.1pp |
| Annual return | -20.38% | 3.52%-23.9pp | 35.91%-56.3pp | -7.84%-12.5pp |
| Employer contribution / active EE | $2,024 | $2,173-6.8% | $2,836-28.6% | $2,596-22.0% |
| Participant deferral / active EE | $5,733 | $3,779+51.7% | $4,656+23.1% | $4,027+42.4% |
| Admin fee / account holder | $15,695 | $6,112+156.8% | $7,493+109.5% | $5,403+190.5% |