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 | $181,960 | $190,805-4.6% | $159,960+13.8% | $134,475+35.3% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -27.42% | 552.23%-579.7pp | 408.60%-436.0pp | 417.96%-445.4pp |
| Employer contribution / active EE | $1,708 | $4,995-65.8% | $4,226-59.6% | $4,740-64.0% |
| Participant deferral / active EE | $8,332 | $6,923+20.4% | $6,182+34.8% | $6,400+30.2% |
| Admin fee / account holder | $8,205 | $10,471-21.6% | $8,698-5.7% | $11,426-28.2% |