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 | $189,140 | $167,484+12.9% | $151,611+24.8% | $134,475+40.7% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -24.57% | 7.80%-32.4pp | 3.33%-27.9pp | 417.96%-442.5pp |
| Employer contribution / active EE | $4,427 | $6,829-35.2% | $6,166-28.2% | $4,740-6.6% |
| Participant deferral / active EE | $9,350 | $8,986+4.0% | $8,363+11.8% | $6,400+46.1% |
| Admin fee / account holder | $7,120 | $13,783-48.3% | $11,616-38.7% | $11,426-37.7% |