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 | $226,421 | $180,449+25.5% | $154,107+46.9% | $135,375+67.3% |
| Participation rate | 84.6% | 87.4%-2.8pp | 83.0%+1.6pp | 82.6%+2.0pp |
| Annual return | -8.96% | 888.09%-897.0pp | 735.12%-744.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $3,081 | $6,035-49.0% | $5,298-41.8% | $4,779-35.5% |
| Participant deferral / active EE | $6,140 | $5,806+5.7% | $5,081+20.8% | $5,609+9.5% |
| Admin fee / account holder | $12,236 | $16,143-24.2% | $13,411-8.8% | $10,827+13.0% |