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 | $188,603 | $142,344+32.5% | $119,609+57.7% | $134,475+40.3% |
| Participation rate | 92.3% | 82.8%+9.5pp | 79.3%+13.0pp | 81.2%+11.1pp |
| Annual return | -20.23% | -12.44%-7.8pp | -14.97%-5.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $4,933 | $5,222-5.5% | $4,232+16.6% | $4,740+4.1% |
| Participant deferral / active EE | $6,156 | $6,469-4.8% | $5,602+9.9% | $6,400-3.8% |
| Admin fee / account holder | $16,993 | $13,584+25.1% | $10,323+64.6% | $11,426+48.7% |