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 | $215,195 | $162,781+32.2% | $133,956+60.6% | $158,922+35.4% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | -1.77% | 41.94%-43.7pp | 45.09%-46.9pp | 302.83%-304.6pp |
| Employer contribution / active EE | $6,609 | $4,975+32.8% | $3,919+68.7% | $4,761+38.8% |
| Participant deferral / active EE | $19,225 | $5,911+225.3% | $5,048+280.9% | $5,982+221.4% |
| Admin fee / account holder | $48,602 | $11,736+314.1% | $8,927+444.4% | $11,246+332.2% |