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 | $166,653 | $177,572-6.1% | $154,803+7.7% | $142,382+17.0% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | -12.53% | 65.07%-77.6pp | 58.88%-71.4pp | 217.08%-229.6pp |
| Employer contribution / active EE | $1,993 | $4,810-58.6% | $4,305-53.7% | $4,299-53.7% |
| Participant deferral / active EE | $4,111 | $6,272-34.5% | $5,540-25.8% | $6,507-36.8% |
| Admin fee / account holder | $324 | $16,786-98.1% | $14,329-97.7% | $12,624-97.4% |