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 | $206,552 | $111,754+84.8% | $103,333+99.9% | $145,922+41.6% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | -24.75% | 24.77%-49.5pp | 24.88%-49.6pp | 561.29%-586.0pp |
| Employer contribution / active EE | $1,492 | $4,212-64.6% | $3,868-61.4% | $4,660-68.0% |
| Participant deferral / active EE | $6,733 | $5,619+19.8% | $5,057+33.1% | $6,688+0.7% |
| Admin fee / account holder | $3,732 | $9,750-61.7% | $8,355-55.3% | $13,397-72.1% |