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 | $188,772 | $90,519+108.5% | $93,789+101.3% | $134,475+40.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 81.0%-1.0pp | 81.2%-1.2pp |
| Annual return | -25.98% | -15.72%-10.3pp | -11.33%-14.7pp | 417.96%-443.9pp |
| Employer contribution / active EE | $4,682 | $4,343+7.8% | $4,323+8.3% | $4,740-1.2% |
| Participant deferral / active EE | $15,853 | $5,978+165.2% | $6,094+160.1% | $6,400+147.7% |
| Admin fee / account holder | $1,219 | $9,252-86.8% | $7,195-83.1% | $11,426-89.3% |