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 | $213,327 | $167,307+27.5% | $143,757+48.4% | $134,475+58.6% |
| Participation rate | 89.5% | 84.8%+4.7pp | 80.3%+9.2pp | 81.2%+8.3pp |
| Annual return | -20.53% | 0.46%-21.0pp | -0.04%-20.5pp | 417.96%-438.5pp |
| Employer contribution / active EE | $9,303 | $5,619+65.6% | $4,951+87.9% | $4,740+96.3% |
| Participant deferral / active EE | $7,809 | $6,446+21.2% | $5,637+38.5% | $6,400+22.0% |
| Admin fee / account holder | $12,997 | $18,088-28.1% | $14,673-11.4% | $11,426+13.8% |