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 | $201,549 | $167,307+20.5% | $143,757+40.2% | $134,475+49.9% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -20.71% | 0.46%-21.2pp | -0.04%-20.7pp | 417.96%-438.7pp |
| Employer contribution / active EE | $3,128 | $5,619-44.3% | $4,951-36.8% | $4,740-34.0% |
| Participant deferral / active EE | $5,730 | $6,446-11.1% | $5,637+1.7% | $6,400-10.5% |
| Admin fee / account holder | $1,003 | $18,088-94.5% | $14,673-93.2% | $11,426-91.2% |