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 | $180,595 | $167,484+7.8% | $151,611+19.1% | $134,475+34.3% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -24.20% | 7.80%-32.0pp | 3.33%-27.5pp | 417.96%-442.2pp |
| Employer contribution / active EE | $2,078 | $6,829-69.6% | $6,166-66.3% | $4,740-56.2% |
| Participant deferral / active EE | $6,244 | $8,986-30.5% | $8,363-25.3% | $6,400-2.4% |
| Admin fee / account holder | $1,171 | $13,783-91.5% | $11,616-89.9% | $11,426-89.8% |