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 | $249,181 | $167,307+48.9% | $143,757+73.3% | $134,475+85.3% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -20.37% | 0.46%-20.8pp | -0.04%-20.3pp | 417.96%-438.3pp |
| Employer contribution / active EE | $3,025 | $5,619-46.2% | $4,951-38.9% | $4,740-36.2% |
| Participant deferral / active EE | $7,072 | $6,446+9.7% | $5,637+25.5% | $6,400+10.5% |
| Admin fee / account holder | $97,518 | $18,088+439.1% | $14,673+564.6% | $11,426+753.5% |