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 | $177,389 | $167,307+6.0% | $143,757+23.4% | $134,475+31.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.83% | 0.46%-23.3pp | -0.04%-22.8pp | 417.96%-440.8pp |
| Employer contribution / active EE | $3,151 | $5,619-43.9% | $4,951-36.4% | $4,740-33.5% |
| Participant deferral / active EE | $10,737 | $6,446+66.6% | $5,637+90.5% | $6,400+67.8% |
| Admin fee / account holder | $9,648 | $18,088-46.7% | $14,673-34.2% | $11,426-15.6% |