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 10-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 | $217,102 | $135,952+59.7% | $123,892+75.2% | $273,961-20.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -3.27% | 56.63%-59.9pp | 47.52%-50.8pp | 41.45%-44.7pp |
| Employer contribution / active EE | $3,242 | $5,170-37.3% | $4,617-29.8% | $4,869-33.4% |
| Participant deferral / active EE | $9,249 | $6,343+45.8% | $5,984+54.6% | $5,287+74.9% |
| Admin fee / account holder | $642 | $9,817-93.5% | $8,357-92.3% | $10,132-93.7% |