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 | $167,464 | $167,307+0.1% | $143,757+16.5% | $134,475+24.5% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -23.38% | 0.46%-23.8pp | -0.04%-23.3pp | 417.96%-441.3pp |
| Employer contribution / active EE | $6,222 | $5,619+10.7% | $4,951+25.7% | $4,740+31.3% |
| Participant deferral / active EE | $5,511 | $6,446-14.5% | $5,637-2.2% | $6,400-13.9% |
| Admin fee / account holder | $2,511 | $18,088-86.1% | $14,673-82.9% | $11,426-78.0% |