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 | $179,732 | $133,958+34.2% | $112,228+60.1% | $134,475+33.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -24.62% | 47.11%-71.7pp | 27.45%-52.1pp | 417.96%-442.6pp |
| Employer contribution / active EE | $4,496 | $4,038+11.3% | $3,635+23.7% | $4,740-5.1% |
| Participant deferral / active EE | $6,040 | $5,291+14.2% | $4,728+27.7% | $6,400-5.6% |
| Admin fee / account holder | $742 | $7,489-90.1% | $6,410-88.4% | $11,426-93.5% |