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 | $136,027 | $142,344-4.4% | $119,609+13.7% | $134,475+1.2% |
| Participation rate | 94.4% | 82.8%+11.6pp | 79.3%+15.2pp | 81.2%+13.2pp |
| Annual return | -25.85% | -12.44%-13.4pp | -14.97%-10.9pp | 417.96%-443.8pp |
| Employer contribution / active EE | $2,434 | $5,222-53.4% | $4,232-42.5% | $4,740-48.6% |
| Participant deferral / active EE | $7,639 | $6,469+18.1% | $5,602+36.4% | $6,400+19.4% |
| Admin fee / account holder | $5,401 | $13,584-60.2% | $10,323-47.7% | $11,426-52.7% |