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 | $169,553 | $175,600-3.4% | $129,110+31.3% | $134,475+26.1% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.3%+13.7pp | 81.2%+9.7pp |
| Annual return | -19.64% | -11.39%-8.2pp | -10.94%-8.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,083 | $6,355-67.2% | $5,052-58.8% | $4,740-56.1% |
| Participant deferral / active EE | $8,572 | $7,975+7.5% | $6,542+31.0% | $6,400+33.9% |
| Admin fee / account holder | $2,201 | $23,567-90.7% | $14,302-84.6% | $11,426-80.7% |