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 | $236,788 | $167,307+41.5% | $143,757+64.7% | $134,475+76.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -20.53% | 0.46%-21.0pp | -0.04%-20.5pp | 417.96%-438.5pp |
| Employer contribution / active EE | $1,969 | $5,619-65.0% | $4,951-60.2% | $4,740-58.5% |
| Participant deferral / active EE | $4,579 | $6,446-29.0% | $5,637-18.8% | $6,400-28.4% |
| Admin fee / account holder | $325 | $18,088-98.2% | $14,673-97.8% | $11,426-97.2% |