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 | $190,088 | $129,942+46.3% | $104,294+82.3% | $134,475+41.4% |
| Participation rate | 89.5% | 79.5%+10.0pp | 73.3%+16.2pp | 81.2%+8.3pp |
| Annual return | -25.22% | 42.03%-67.3pp | 24.61%-49.8pp | 417.96%-443.2pp |
| Employer contribution / active EE | $2,062 | $4,184-50.7% | $3,372-38.8% | $4,740-56.5% |
| Participant deferral / active EE | $3,212 | $5,588-42.5% | $4,625-30.5% | $6,400-49.8% |
| Admin fee / account holder | $28,752 | $9,323+208.4% | $7,339+291.7% | $11,426+151.6% |