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 | $189,699 | $138,065+37.4% | $123,544+53.5% | $135,375+40.1% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -10.08% | 153.68%-163.8pp | 119.20%-129.3pp | 519.73%-529.8pp |
| Employer contribution / active EE | $3,512 | $5,151-31.8% | $4,628-24.1% | $4,779-26.5% |
| Participant deferral / active EE | $10,120 | $6,799+48.8% | $6,426+57.5% | $5,609+80.4% |
| Admin fee / account holder | $1,679 | $10,916-84.6% | $9,284-81.9% | $10,827-84.5% |