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 | $214,466 | $167,307+28.2% | $143,757+49.2% | $134,475+59.5% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -26.72% | 0.46%-27.2pp | -0.04%-26.7pp | 417.96%-444.7pp |
| Employer contribution / active EE | $1,887 | $5,619-66.4% | $4,951-61.9% | $4,740-60.2% |
| Participant deferral / active EE | $4,734 | $6,446-26.6% | $5,637-16.0% | $6,400-26.0% |
| Admin fee / account holder | $5,402 | $18,088-70.1% | $14,673-63.2% | $11,426-52.7% |