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 | $201,488 | $135,952+48.2% | $123,892+62.6% | $273,961-26.5% |
| Participation rate | 78.6% | 84.1%-5.5pp | 81.4%-2.8pp | 83.0%-4.4pp |
| Annual return | -7.81% | 56.63%-64.4pp | 47.52%-55.3pp | 41.45%-49.3pp |
| Employer contribution / active EE | $2,383 | $5,170-53.9% | $4,617-48.4% | $4,869-51.1% |
| Participant deferral / active EE | $5,309 | $6,343-16.3% | $5,984-11.3% | $5,287+0.4% |
| Admin fee / account holder | $32,688 | $9,817+233.0% | $8,357+291.2% | $10,132+222.6% |