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 | $230,152 | $61,605+273.6% | $112,229+105.1% | $75,163+206.2% |
| Participation rate | 96.4% | 61.7%+34.7pp | 72.4%+24.0pp | 67.2%+29.2pp |
| Annual return | -6.89% | 28.47%-35.4pp | 30.20%-37.1pp | 160.62%-167.5pp |
| Employer contribution / active EE | $1,719 | $2,015-14.7% | $3,430-49.9% | $2,670-35.6% |
| Participant deferral / active EE | $3,077 | $3,108-1.0% | $4,798-35.9% | $4,125-25.4% |
| Admin fee / account holder | $10,980 | $4,862+125.8% | $7,748+41.7% | $5,651+94.3% |