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 | $209,919 | $105,860+98.3% | $90,749+131.3% | $134,475+56.1% |
| Participation rate | 73.3% | 78.2%-4.9pp | 75.7%-2.4pp | 81.2%-7.9pp |
| Annual return | -27.02% | -11.01%-16.0pp | -12.16%-14.9pp | 417.96%-445.0pp |
| Employer contribution / active EE | $1,607 | $3,462-53.6% | $2,921-45.0% | $4,740-66.1% |
| Participant deferral / active EE | $2,050 | $5,216-60.7% | $4,564-55.1% | $6,400-68.0% |
| Admin fee / account holder | $15,252 | $13,938+9.4% | $8,445+80.6% | $11,426+33.5% |