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 | $185,317 | $142,344+30.2% | $119,609+54.9% | $134,475+37.8% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -22.35% | -12.44%-9.9pp | -14.97%-7.4pp | 417.96%-440.3pp |
| Employer contribution / active EE | $1,884 | $5,222-63.9% | $4,232-55.5% | $4,740-60.3% |
| Participant deferral / active EE | $9,596 | $6,469+48.3% | $5,602+71.3% | $6,400+49.9% |
| Admin fee / account holder | $342 | $13,584-97.5% | $10,323-96.7% | $11,426-97.0% |