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 | $216,877 | $106,543+103.6% | $91,220+137.8% | $134,475+61.3% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.2%+14.3pp | 81.2%+6.3pp |
| Annual return | -23.67% | 160.60%-184.3pp | 114.01%-137.7pp | 417.96%-441.6pp |
| Employer contribution / active EE | $1,373 | $3,331-58.8% | $2,850-51.8% | $4,740-71.0% |
| Participant deferral / active EE | $13,813 | $4,719+192.7% | $4,234+226.3% | $6,400+115.8% |
| Admin fee / account holder | $3,493 | $6,231-43.9% | $5,420-35.6% | $11,426-69.4% |