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 | $204,606 | $167,307+22.3% | $143,757+42.3% | $134,475+52.2% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -34.21% | 0.46%-34.7pp | -0.04%-34.2pp | 417.96%-452.2pp |
| Employer contribution / active EE | $4,457 | $5,619-20.7% | $4,951-10.0% | $4,740-6.0% |
| Participant deferral / active EE | $9,791 | $6,446+51.9% | $5,637+73.7% | $6,400+53.0% |
| Admin fee / account holder | $1,231 | $18,088-93.2% | $14,673-91.6% | $11,426-89.2% |