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 | $188,031 | $167,307+12.4% | $143,757+30.8% | $134,475+39.8% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -20.31% | 0.46%-20.8pp | -0.04%-20.3pp | 417.96%-438.3pp |
| Employer contribution / active EE | $8,743 | $5,619+55.6% | $4,951+76.6% | $4,740+84.5% |
| Participant deferral / active EE | $3,677 | $6,446-43.0% | $5,637-34.8% | $6,400-42.5% |
| Admin fee / account holder | $1,501 | $18,088-91.7% | $14,673-89.8% | $11,426-86.9% |