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 | $182,450 | $162,781+12.1% | $133,956+36.2% | $158,922+14.8% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | -2.79% | 41.94%-44.7pp | 45.09%-47.9pp | 302.83%-305.6pp |
| Employer contribution / active EE | $2,764 | $4,975-44.4% | $3,919-29.5% | $4,761-41.9% |
| Participant deferral / active EE | $6,855 | $5,911+16.0% | $5,048+35.8% | $5,982+14.6% |
| Admin fee / account holder | $52,982 | $11,736+351.4% | $8,927+493.5% | $11,246+371.1% |