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 4-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 | $182,072 | $117,690+54.7% | $71,735+153.8% | $134,475+35.4% |
| Participation rate | 85.7% | 68.8%+16.9pp | 62.3%+23.4pp | 81.2%+4.5pp |
| Annual return | -29.51% | 25.44%-54.9pp | 9.14%-38.7pp | 417.96%-447.5pp |
| Employer contribution / active EE | $1,644 | $2,525-34.9% | $1,704-3.5% | $4,740-65.3% |
| Participant deferral / active EE | $5,348 | $3,759+42.3% | $2,658+101.2% | $6,400-16.4% |
| Admin fee / account holder | $998 | $6,379-84.4% | $3,974-74.9% | $11,426-91.3% |