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 | $178,885 | $138,044+29.6% | $125,339+42.7% | $134,475+33.0% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -20.75% | 750.33%-771.1pp | 572.05%-592.8pp | 417.96%-438.7pp |
| Employer contribution / active EE | $4,393 | $5,243-16.2% | $4,814-8.7% | $4,740-7.3% |
| Participant deferral / active EE | $8,937 | $7,799+14.6% | $7,446+20.0% | $6,400+39.6% |
| Admin fee / account holder | $15,212 | $11,571+31.5% | $10,010+52.0% | $11,426+33.1% |