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 5-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 | $247,956 | $167,484+48.0% | $151,611+63.5% | $134,475+84.4% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -24.62% | 7.80%-32.4pp | 3.33%-27.9pp | 417.96%-442.6pp |
| Employer contribution / active EE | $11,781 | $6,829+72.5% | $6,166+91.1% | $4,740+148.6% |
| Participant deferral / active EE | $18,955 | $8,986+110.9% | $8,363+126.6% | $6,400+196.2% |
| Admin fee / account holder | $702 | $13,783-94.9% | $11,616-94.0% | $11,426-93.9% |