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 | $168,688 | $142,344+18.5% | $119,609+41.0% | $134,475+25.4% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -74.76% | -12.44%-62.3pp | -14.97%-59.8pp | 417.96%-492.7pp |
| Employer contribution / active EE | $14,156 | $5,222+171.1% | $4,232+234.5% | $4,740+198.7% |
| Participant deferral / active EE | $9,500 | $6,469+46.8% | $5,602+69.6% | $6,400+48.4% |
| Admin fee / account holder | $29,246 | $13,584+115.3% | $10,323+183.3% | $11,426+156.0% |