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 | $219,982 | $167,484+31.3% | $151,611+45.1% | $134,475+63.6% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.5%+4.2pp | 81.2%+10.4pp |
| Annual return | -26.49% | 7.80%-34.3pp | 3.33%-29.8pp | 417.96%-444.5pp |
| Employer contribution / active EE | $5,863 | $6,829-14.1% | $6,166-4.9% | $4,740+23.7% |
| Participant deferral / active EE | $5,949 | $8,986-33.8% | $8,363-28.9% | $6,400-7.0% |
| Admin fee / account holder | $852 | $13,783-93.8% | $11,616-92.7% | $11,426-92.5% |