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 | $199,710 | $138,044+44.7% | $125,339+59.3% | $134,475+48.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -20.93% | 750.33%-771.3pp | 572.05%-593.0pp | 417.96%-438.9pp |
| Employer contribution / active EE | $3,925 | $5,243-25.1% | $4,814-18.5% | $4,740-17.2% |
| Participant deferral / active EE | $8,159 | $7,799+4.6% | $7,446+9.6% | $6,400+27.5% |
| Admin fee / account holder | $1,707 | $11,571-85.2% | $10,010-82.9% | $11,426-85.1% |