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 | $213,372 | $153,772+38.8% | $133,980+59.3% | $273,961-22.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -2.09% | 36.51%-38.6pp | 29.30%-31.4pp | 41.45%-43.5pp |
| Employer contribution / active EE | $26,313 | $6,029+336.4% | $5,211+404.9% | $4,869+440.5% |
| Participant deferral / active EE | $17,225 | $6,958+147.5% | $6,282+174.2% | $5,287+225.8% |
| Admin fee / account holder | $5,571 | $11,765-52.6% | $9,324-40.3% | $10,132-45.0% |