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 | $213,138 | $92,222+131.1% | $76,768+177.6% | $135,375+57.4% |
| Participation rate | 70.6% | 79.8%-9.2pp | 77.0%-6.4pp | 82.6%-12.1pp |
| Annual return | -9.35% | 5.46%-14.8pp | 2.43%-11.8pp | 519.73%-529.1pp |
| Employer contribution / active EE | $1,011 | $3,216-68.6% | $2,485-59.3% | $4,779-78.8% |
| Participant deferral / active EE | $5,651 | $4,509+25.3% | $3,852+46.7% | $5,609+0.7% |
| Admin fee / account holder | $5,876 | $10,748-45.3% | $6,675-12.0% | $10,827-45.7% |