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 | $106,515 | $110,094-3.3% | $151,611-29.7% | $68,494+55.5% |
| Participation rate | 86.7% | 84.0%+2.7pp | 87.5%-0.8pp | 67.9%+18.8pp |
| Annual return | -18.65% | -10.12%-8.5pp | 3.33%-22.0pp | -7.84%-10.8pp |
| Employer contribution / active EE | $5,351 | $4,471+19.7% | $6,166-13.2% | $2,596+106.1% |
| Participant deferral / active EE | $14,301 | $6,527+119.1% | $8,363+71.0% | $4,027+255.1% |
| Admin fee / account holder | $1,719 | $7,719-77.7% | $11,616-85.2% | $5,403-68.2% |