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 | $178,450 | $167,307+6.7% | $143,757+24.1% | $134,475+32.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.67% | 0.46%-25.1pp | -0.04%-24.6pp | 417.96%-442.6pp |
| Employer contribution / active EE | $2,803 | $5,619-50.1% | $4,951-43.4% | $4,740-40.9% |
| Participant deferral / active EE | $6,729 | $6,446+4.4% | $5,637+19.4% | $6,400+5.2% |
| Admin fee / account holder | $4,770 | $18,088-73.6% | $14,673-67.5% | $11,426-58.2% |