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 | $186,891 | $140,588+32.9% | $123,104+51.8% | $125,391+49.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -11.38% | 16.80%-28.2pp | 13.22%-24.6pp | 282.22%-293.6pp |
| Employer contribution / active EE | $7,808 | $6,041+29.2% | $5,151+51.6% | $4,866+60.5% |
| Participant deferral / active EE | $13,922 | $6,980+99.4% | $6,230+123.5% | $5,352+160.1% |
| Admin fee / account holder | $1,052 | $11,198-90.6% | $9,015-88.3% | $9,540-89.0% |