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 | $171,821 | $142,344+20.7% | $119,609+43.7% | $134,475+27.8% |
| Participation rate | 93.8% | 82.8%+10.9pp | 79.3%+14.5pp | 81.2%+12.5pp |
| Annual return | -26.05% | -12.44%-13.6pp | -14.97%-11.1pp | 417.96%-444.0pp |
| Employer contribution / active EE | $2,857 | $5,222-45.3% | $4,232-32.5% | $4,740-39.7% |
| Participant deferral / active EE | $5,320 | $6,469-17.8% | $5,602-5.0% | $6,400-16.9% |
| Admin fee / account holder | $1,083 | $13,584-92.0% | $10,323-89.5% | $11,426-90.5% |