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 | $200,166 | $167,307+19.6% | $143,757+39.2% | $134,475+48.8% |
| Participation rate | 91.3% | 84.8%+6.5pp | 80.3%+11.0pp | 81.2%+10.1pp |
| Annual return | -20.14% | 0.46%-20.6pp | -0.04%-20.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,437 | $5,619-56.6% | $4,951-50.8% | $4,740-48.6% |
| Participant deferral / active EE | $4,724 | $6,446-26.7% | $5,637-16.2% | $6,400-26.2% |
| Admin fee / account holder | $18,269 | $18,088+1.0% | $14,673+24.5% | $11,426+59.9% |