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 | $180,425 | $167,307+7.8% | $143,757+25.5% | $134,475+34.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -28.49% | 0.46%-28.9pp | -0.04%-28.4pp | 417.96%-446.5pp |
| Employer contribution / active EE | $1,625 | $5,619-71.1% | $4,951-67.2% | $4,740-65.7% |
| Participant deferral / active EE | $4,518 | $6,446-29.9% | $5,637-19.8% | $6,400-29.4% |
| Admin fee / account holder | $7,028 | $18,088-61.1% | $14,673-52.1% | $11,426-38.5% |