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 | $164,930 | $110,094+49.8% | $151,611+8.8% | $68,494+140.8% |
| Participation rate | 71.7% | 84.0%-12.2pp | 87.5%-15.8pp | 67.9%+3.9pp |
| Annual return | -22.00% | -10.12%-11.9pp | 3.33%-25.3pp | -7.84%-14.2pp |
| Employer contribution / active EE | $2,896 | $4,471-35.2% | $6,166-53.0% | $2,596+11.6% |
| Participant deferral / active EE | $10,776 | $6,527+65.1% | $8,363+28.8% | $4,027+167.6% |
| Admin fee / account holder | $7,399 | $7,719-4.1% | $11,616-36.3% | $5,403+36.9% |