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 | $219,418 | $152,509+43.9% | $117,472+86.8% | $134,475+63.2% |
| Participation rate | 87.5% | 77.1%+10.4pp | 70.6%+16.9pp | 81.2%+6.3pp |
| Annual return | -22.63% | 52.99%-75.6pp | 29.74%-52.4pp | 417.96%-440.6pp |
| Employer contribution / active EE | $5,083 | $5,571-8.8% | $4,176+21.7% | $4,740+7.2% |
| Participant deferral / active EE | $5,903 | $4,818+22.5% | $4,070+45.0% | $6,400-7.8% |
| Admin fee / account holder | $8,626 | $7,004+23.2% | $5,645+52.8% | $11,426-24.5% |