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 | $187,543 | $167,307+12.1% | $143,757+30.5% | $134,475+39.5% |
| Participation rate | 94.4% | 84.8%+9.6pp | 80.3%+14.1pp | 81.2%+13.2pp |
| Annual return | -30.45% | 0.46%-30.9pp | -0.04%-30.4pp | 417.96%-448.4pp |
| Employer contribution / active EE | $7,242 | $5,619+28.9% | $4,951+46.3% | $4,740+52.8% |
| Participant deferral / active EE | $6,412 | $6,446-0.5% | $5,637+13.8% | $6,400+0.2% |
| Admin fee / account holder | $1,572 | $18,088-91.3% | $14,673-89.3% | $11,426-86.2% |