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 | $158,351 | $133,958+18.2% | $112,228+41.1% | $134,475+17.8% |
| Participation rate | 81.3% | 78.6%+2.7pp | 75.1%+6.2pp | 81.2%0pp |
| Annual return | -22.29% | 47.11%-69.4pp | 27.45%-49.7pp | 417.96%-440.3pp |
| Employer contribution / active EE | $2,237 | $4,038-44.6% | $3,635-38.5% | $4,740-52.8% |
| Participant deferral / active EE | $6,337 | $5,291+19.8% | $4,728+34.0% | $6,400-1.0% |
| Admin fee / account holder | $2,858 | $7,489-61.8% | $6,410-55.4% | $11,426-75.0% |