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 | $152,947 | $167,307-8.6% | $143,757+6.4% | $134,475+13.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -26.67% | 0.46%-27.1pp | -0.04%-26.6pp | 417.96%-444.6pp |
| Employer contribution / active EE | $10,317 | $5,619+83.6% | $4,951+108.4% | $4,740+117.7% |
| Participant deferral / active EE | $5,966 | $6,446-7.4% | $5,637+5.8% | $6,400-6.8% |
| Admin fee / account holder | $6,420 | $18,088-64.5% | $14,673-56.2% | $11,426-43.8% |