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 | $209,856 | $90,519+131.8% | $93,789+123.8% | $134,475+56.1% |
| Participation rate | 94.7% | 82.0%+12.8pp | 81.0%+13.8pp | 81.2%+13.5pp |
| Annual return | -21.31% | -15.72%-5.6pp | -11.33%-10.0pp | 417.96%-439.3pp |
| Employer contribution / active EE | $2,709 | $4,343-37.6% | $4,323-37.3% | $4,740-42.8% |
| Participant deferral / active EE | $8,704 | $5,978+45.6% | $6,094+42.8% | $6,400+36.0% |
| Admin fee / account holder | $2,989 | $9,252-67.7% | $7,195-58.5% | $11,426-73.8% |