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 | $192,984 | $138,044+39.8% | $125,339+54.0% | $134,475+43.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -25.53% | 750.33%-775.9pp | 572.05%-597.6pp | 417.96%-443.5pp |
| Employer contribution / active EE | $3,124 | $5,243-40.4% | $4,814-35.1% | $4,740-34.1% |
| Participant deferral / active EE | $7,595 | $7,799-2.6% | $7,446+2.0% | $6,400+18.7% |
| Admin fee / account holder | $1,972 | $11,571-83.0% | $10,010-80.3% | $11,426-82.7% |