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 | $169,016 | $167,307+1.0% | $143,757+17.6% | $134,475+25.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -24.36% | 0.46%-24.8pp | -0.04%-24.3pp | 417.96%-442.3pp |
| Employer contribution / active EE | $13,179 | $5,619+134.5% | $4,951+166.2% | $4,740+178.1% |
| Participant deferral / active EE | $14,428 | $6,446+123.8% | $5,637+155.9% | $6,400+125.4% |
| Admin fee / account holder | $18,346 | $18,088+1.4% | $14,673+25.0% | $11,426+60.6% |