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 | $207,727 | $138,065+50.5% | $123,544+68.1% | $135,375+53.4% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -9.53% | 153.68%-163.2pp | 119.20%-128.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $2,123 | $5,151-58.8% | $4,628-54.1% | $4,779-55.6% |
| Participant deferral / active EE | $8,226 | $6,799+21.0% | $6,426+28.0% | $5,609+46.7% |
| Admin fee / account holder | $33,925 | $10,916+210.8% | $9,284+265.4% | $10,827+213.3% |