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 | $217,213 | $167,307+29.8% | $143,757+51.1% | $134,475+61.5% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -21.74% | 0.46%-22.2pp | -0.04%-21.7pp | 417.96%-439.7pp |
| Employer contribution / active EE | $2,057 | $5,619-63.4% | $4,951-58.5% | $4,740-56.6% |
| Participant deferral / active EE | $6,887 | $6,446+6.9% | $5,637+22.2% | $6,400+7.6% |
| Admin fee / account holder | $361 | $18,088-98.0% | $14,673-97.5% | $11,426-96.8% |