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 | $219,946 | $167,307+31.5% | $143,757+53.0% | $134,475+63.6% |
| Participation rate | 90.5% | 84.8%+5.7pp | 80.3%+10.2pp | 81.2%+9.3pp |
| Annual return | -20.14% | 0.46%-20.6pp | -0.04%-20.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $7,075 | $5,619+25.9% | $4,951+42.9% | $4,740+49.3% |
| Participant deferral / active EE | $6,639 | $6,446+3.0% | $5,637+17.8% | $6,400+3.7% |
| Admin fee / account holder | $1,580 | $18,088-91.3% | $14,673-89.2% | $11,426-86.2% |