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 | $162,415 | $100,754+61.2% | $86,677+87.4% | $134,475+20.8% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | -22.84% | 29.04%-51.9pp | 35.91%-58.8pp | 417.96%-440.8pp |
| Employer contribution / active EE | $1,253 | $3,489-64.1% | $2,836-55.8% | $4,740-73.6% |
| Participant deferral / active EE | $5,500 | $5,338+3.0% | $4,656+18.1% | $6,400-14.1% |
| Admin fee / account holder | $23,620 | $10,926+116.2% | $7,493+215.2% | $11,426+106.7% |