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 | $159,332 | $81,460+95.6% | $103,333+54.2% | $80,856+97.1% |
| Participation rate | 78.6% | 66.8%+11.7pp | 74.5%+4.1pp | 67.6%+10.9pp |
| Annual return | -22.20% | 25.55%-47.7pp | 24.88%-47.1pp | 35.59%-57.8pp |
| Employer contribution / active EE | $3,765 | $3,105+21.2% | $3,868-2.7% | $2,755+36.7% |
| Participant deferral / active EE | $7,963 | $3,869+105.8% | $5,057+57.4% | $4,296+85.4% |
| Admin fee / account holder | $11,100 | $6,566+69.0% | $8,355+32.9% | $6,918+60.5% |