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 | $182,575 | $138,044+32.3% | $125,339+45.7% | $134,475+35.8% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -22.90% | 750.33%-773.2pp | 572.05%-594.9pp | 417.96%-440.9pp |
| Employer contribution / active EE | $3,236 | $5,243-38.3% | $4,814-32.8% | $4,740-31.7% |
| Participant deferral / active EE | $14,262 | $7,799+82.9% | $7,446+91.5% | $6,400+122.8% |
| Admin fee / account holder | $55,458 | $11,571+379.3% | $10,010+454.1% | $11,426+385.4% |