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 | $192,488 | $127,065+51.5% | $113,168+70.1% | $142,382+35.2% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | -2.57% | 24.03%-26.6pp | 24.27%-26.8pp | 217.08%-219.6pp |
| Employer contribution / active EE | $2,302 | $3,442-33.1% | $2,975-22.6% | $4,299-46.4% |
| Participant deferral / active EE | $5,399 | $5,716-5.5% | $5,107+5.7% | $6,507-17.0% |
| Admin fee / account holder | $12,850 | $15,736-18.3% | $12,068+6.5% | $12,624+1.8% |