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 | $179,763 | $112,096+60.4% | $95,952+87.3% | $158,922+13.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -6.95% | 171.09%-178.0pp | 91.61%-98.6pp | 302.83%-309.8pp |
| Employer contribution / active EE | $3,672 | $3,198+14.8% | $2,541+44.5% | $4,761-22.9% |
| Participant deferral / active EE | $5,910 | $4,784+23.5% | $4,167+41.8% | $5,982-1.2% |
| Admin fee / account holder | $12,379 | $10,130+22.2% | $6,795+82.2% | $11,246+10.1% |