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 7-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 | $160,389 | $129,942+23.4% | $104,294+53.8% | $134,475+19.3% |
| Participation rate | 75.0% | 79.5%-4.5pp | 73.3%+1.7pp | 81.2%-6.2pp |
| Annual return | -21.07% | 42.03%-63.1pp | 24.61%-45.7pp | 417.96%-439.0pp |
| Employer contribution / active EE | $1,950 | $4,184-53.4% | $3,372-42.2% | $4,740-58.9% |
| Participant deferral / active EE | $14,125 | $5,588+152.8% | $4,625+205.4% | $6,400+120.7% |
| Admin fee / account holder | $875 | $9,323-90.6% | $7,339-88.1% | $11,426-92.3% |