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 | $199,112 | $168,632+18.1% | $147,614+34.9% | $125,391+58.8% |
| Participation rate | 76.9% | 88.8%-11.8pp | 84.6%-7.7pp | 83.2%-6.3pp |
| Annual return | -4.79% | 77.65%-82.4pp | 61.98%-66.8pp | 282.22%-287.0pp |
| Employer contribution / active EE | $2,208 | $6,252-64.7% | $5,564-60.3% | $4,866-54.6% |
| Participant deferral / active EE | $4,335 | $5,507-21.3% | $4,895-11.4% | $5,352-19.0% |
| Admin fee / account holder | $20,779 | $13,580+53.0% | $11,611+79.0% | $9,540+117.8% |