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 | $218,752 | $118,450+84.7% | $98,439+122.2% | $139,434+56.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | -6.50% | 18.94%-25.4pp | 21.16%-27.7pp | 372.94%-379.4pp |
| Employer contribution / active EE | $1,924 | $3,609-46.7% | $3,048-36.9% | $4,751-59.5% |
| Participant deferral / active EE | $5,582 | $5,392+3.5% | $4,738+17.8% | $6,710-16.8% |
| Admin fee / account holder | $21,336 | $14,026+52.1% | $8,948+138.5% | $11,403+87.1% |