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 | $177,817 | $138,065+28.8% | $123,544+43.9% | $135,375+31.4% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -9.36% | 153.68%-163.0pp | 119.20%-128.6pp | 519.73%-529.1pp |
| Employer contribution / active EE | $2,060 | $5,151-60.0% | $4,628-55.5% | $4,779-56.9% |
| Participant deferral / active EE | $12,218 | $6,799+79.7% | $6,426+90.1% | $5,609+117.8% |
| Admin fee / account holder | $489 | $10,916-95.5% | $9,284-94.7% | $10,827-95.5% |