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 9-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 | $200,836 | $167,307+20.0% | $143,757+39.7% | $134,475+49.3% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -32.06% | 0.46%-32.5pp | -0.04%-32.0pp | 417.96%-450.0pp |
| Employer contribution / active EE | $2,259 | $5,619-59.8% | $4,951-54.4% | $4,740-52.3% |
| Participant deferral / active EE | $8,336 | $6,446+29.3% | $5,637+47.9% | $6,400+30.3% |
| Admin fee / account holder | $2,920 | $18,088-83.9% | $14,673-80.1% | $11,426-74.4% |