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 | $158,627 | $100,754+57.4% | $86,677+83.0% | $134,475+18.0% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -25.92% | 29.04%-55.0pp | 35.91%-61.8pp | 417.96%-443.9pp |
| Employer contribution / active EE | $2,669 | $3,489-23.5% | $2,836-5.9% | $4,740-43.7% |
| Participant deferral / active EE | $5,790 | $5,338+8.5% | $4,656+24.4% | $6,400-9.5% |
| Admin fee / account holder | $6,080 | $10,926-44.4% | $7,493-18.9% | $11,426-46.8% |