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 | $190,886 | $167,307+14.1% | $143,757+32.8% | $134,475+41.9% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.6pp | 81.2%+11.6pp |
| Annual return | -20.82% | 0.46%-21.3pp | -0.04%-20.8pp | 417.96%-438.8pp |
| Employer contribution / active EE | $4,310 | $5,619-23.3% | $4,951-12.9% | $4,740-9.1% |
| Participant deferral / active EE | $4,155 | $6,446-35.5% | $5,637-26.3% | $6,400-35.1% |
| Admin fee / account holder | $17,974 | $18,088-0.6% | $14,673+22.5% | $11,426+57.3% |