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 | $147,417 | $133,958+10.0% | $112,228+31.4% | $134,475+9.6% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -23.45% | 47.11%-70.6pp | 27.45%-50.9pp | 417.96%-441.4pp |
| Employer contribution / active EE | $1,858 | $4,038-54.0% | $3,635-48.9% | $4,740-60.8% |
| Participant deferral / active EE | $3,065 | $5,291-42.1% | $4,728-35.2% | $6,400-52.1% |
| Admin fee / account holder | $1,266 | $7,489-83.1% | $6,410-80.2% | $11,426-88.9% |