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 | $143,141 | $142,344+0.6% | $119,609+19.7% | $134,475+6.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -22.43% | -12.44%-10.0pp | -14.97%-7.5pp | 417.96%-440.4pp |
| Employer contribution / active EE | $1,660 | $5,222-68.2% | $4,232-60.8% | $4,740-65.0% |
| Participant deferral / active EE | $2,231 | $6,469-65.5% | $5,602-60.2% | $6,400-65.1% |
| Admin fee / account holder | $1,532 | $13,584-88.7% | $10,323-85.2% | $11,426-86.6% |