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 | $196,263 | $167,307+17.3% | $143,757+36.5% | $134,475+45.9% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -22.13% | 0.46%-22.6pp | -0.04%-22.1pp | 417.96%-440.1pp |
| Employer contribution / active EE | $6,391 | $5,619+13.7% | $4,951+29.1% | $4,740+34.8% |
| Participant deferral / active EE | $4,530 | $6,446-29.7% | $5,637-19.6% | $6,400-29.2% |
| Admin fee / account holder | $944 | $18,088-94.8% | $14,673-93.6% | $11,426-91.7% |