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 | $169,084 | $167,307+1.1% | $143,757+17.6% | $134,475+25.7% |
| Participation rate | 86.7% | 84.8%+1.9pp | 80.3%+6.4pp | 81.2%+5.4pp |
| Annual return | -21.77% | 0.46%-22.2pp | -0.04%-21.7pp | 417.96%-439.7pp |
| Employer contribution / active EE | $1,555 | $5,619-72.3% | $4,951-68.6% | $4,740-67.2% |
| Participant deferral / active EE | $5,796 | $6,446-10.1% | $5,637+2.8% | $6,400-9.4% |
| Admin fee / account holder | $3,262 | $18,088-82.0% | $14,673-77.8% | $11,426-71.4% |