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 | $196,643 | $129,942+51.3% | $104,294+88.5% | $134,475+46.2% |
| Participation rate | 90.0% | 79.5%+10.5pp | 73.3%+16.7pp | 81.2%+8.8pp |
| Annual return | -24.64% | 42.03%-66.7pp | 24.61%-49.3pp | 417.96%-442.6pp |
| Employer contribution / active EE | $2,589 | $4,184-38.1% | $3,372-23.2% | $4,740-45.4% |
| Participant deferral / active EE | $7,197 | $5,588+28.8% | $4,625+55.6% | $6,400+12.5% |
| Admin fee / account holder | $1,027 | $9,323-89.0% | $7,339-86.0% | $11,426-91.0% |