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 | $166,743 | $167,484-0.4% | $151,611+10.0% | $134,475+24.0% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -23.05% | 7.80%-30.8pp | 3.33%-26.4pp | 417.96%-441.0pp |
| Employer contribution / active EE | $4,760 | $6,829-30.3% | $6,166-22.8% | $4,740+0.4% |
| Participant deferral / active EE | $17,471 | $8,986+94.4% | $8,363+108.9% | $6,400+173.0% |
| Admin fee / account holder | $4,678 | $13,783-66.1% | $11,616-59.7% | $11,426-59.1% |