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 | $176,812 | $167,307+5.7% | $143,757+23.0% | $134,475+31.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -34.92% | 0.46%-35.4pp | -0.04%-34.9pp | 417.96%-452.9pp |
| Employer contribution / active EE | $1,833 | $5,619-67.4% | $4,951-63.0% | $4,740-61.3% |
| Participant deferral / active EE | $9,000 | $6,446+39.6% | $5,637+59.7% | $6,400+40.6% |
| Admin fee / account holder | $1,515 | $18,088-91.6% | $14,673-89.7% | $11,426-86.7% |