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 | $178,308 | $167,307+6.6% | $143,757+24.0% | $134,475+32.6% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -21.44% | 0.46%-21.9pp | -0.04%-21.4pp | 417.96%-439.4pp |
| Employer contribution / active EE | $3,246 | $5,619-42.2% | $4,951-34.4% | $4,740-31.5% |
| Participant deferral / active EE | $8,116 | $6,446+25.9% | $5,637+44.0% | $6,400+26.8% |
| Admin fee / account holder | $751 | $18,088-95.8% | $14,673-94.9% | $11,426-93.4% |