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 | $234,480 | $167,307+40.1% | $143,757+63.1% | $134,475+74.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -20.18% | 0.46%-20.6pp | -0.04%-20.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $3,293 | $5,619-41.4% | $4,951-33.5% | $4,740-30.5% |
| Participant deferral / active EE | $7,034 | $6,446+9.1% | $5,637+24.8% | $6,400+9.9% |
| Admin fee / account holder | $2,990 | $18,088-83.5% | $14,673-79.6% | $11,426-73.8% |