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 | $161,064 | $110,094+46.3% | $151,611+6.2% | $68,494+135.1% |
| Participation rate | 78.1% | 84.0%-5.9pp | 87.5%-9.4pp | 67.9%+10.2pp |
| Annual return | -18.90% | -10.12%-8.8pp | 3.33%-22.2pp | -7.84%-11.1pp |
| Employer contribution / active EE | $3,557 | $4,471-20.4% | $6,166-42.3% | $2,596+37.0% |
| Participant deferral / active EE | $14,985 | $6,527+129.6% | $8,363+79.2% | $4,027+272.1% |
| Admin fee / account holder | $989 | $7,719-87.2% | $11,616-91.5% | $5,403-81.7% |