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 | $161,024 | $87,540+83.9% | $75,781+112.5% | $125,391+28.4% |
| Participation rate | 84.6% | 80.2%+4.4pp | 75.8%+8.8pp | 83.2%+1.4pp |
| Annual return | -27.64% | 13.48%-41.1pp | 9.68%-37.3pp | 282.22%-309.9pp |
| Employer contribution / active EE | $13,391 | $3,930+240.7% | $3,323+302.9% | $4,866+175.2% |
| Participant deferral / active EE | $5,593 | $4,229+32.3% | $3,651+53.2% | $5,352+4.5% |
| Admin fee / account holder | $27,723 | $6,502+326.4% | $5,299+423.1% | $9,540+190.6% |