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 | $193,534 | $115,770+67.2% | $101,248+91.1% | $158,922+21.8% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | -8.56% | 56.14%-64.7pp | 46.47%-55.0pp | 302.83%-311.4pp |
| Employer contribution / active EE | $1,357 | $4,175-67.5% | $3,660-62.9% | $4,761-71.5% |
| Participant deferral / active EE | $5,332 | $4,957+7.6% | $4,370+22.0% | $5,982-10.9% |
| Admin fee / account holder | $14,270 | $7,245+97.0% | $5,945+140.0% | $11,246+26.9% |