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 5-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 | $88,083 | $214,378-58.9% | $200,582-56.1% | $142,382-38.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | -16.98% | 46.41%-63.4pp | 42.33%-59.3pp | 217.08%-234.1pp |
| Employer contribution / active EE | $26,469 | $6,841+286.9% | $6,419+312.4% | $4,299+515.7% |
| Participant deferral / active EE | $31,950 | $9,865+223.9% | $9,331+242.4% | $6,507+391.0% |
| Admin fee / account holder | $67,982 | $17,692+284.3% | $16,305+316.9% | $12,624+438.5% |