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 | $197,084 | $131,829+49.5% | $108,579+81.5% | $273,961-28.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -4.03% | -91.57%+87.5pp | -51.70%+47.7pp | 41.45%-45.5pp |
| Employer contribution / active EE | $1,679 | $4,912-65.8% | $3,758-55.3% | $4,869-65.5% |
| Participant deferral / active EE | $5,330 | $5,127+3.9% | $4,311+23.6% | $5,287+0.8% |
| Admin fee / account holder | $13,178 | $10,252+28.5% | $7,645+72.4% | $10,132+30.1% |