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 7-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 | $227,211 | $142,344+59.6% | $119,609+90.0% | $134,475+69.0% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -21.77% | -12.44%-9.3pp | -14.97%-6.8pp | 417.96%-439.7pp |
| Employer contribution / active EE | $1,516 | $5,222-71.0% | $4,232-64.2% | $4,740-68.0% |
| Participant deferral / active EE | $8,164 | $6,469+26.2% | $5,602+45.7% | $6,400+27.6% |
| Admin fee / account holder | $19,697 | $13,584+45.0% | $10,323+90.8% | $11,426+72.4% |