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 | $142,961 | $115,770+23.5% | $101,248+41.2% | $158,922-10.0% |
| Participation rate | 76.9% | 79.4%-2.4pp | 75.8%+1.1pp | 82.0%-5.0pp |
| Annual return | -13.93% | 56.14%-70.1pp | 46.47%-60.4pp | 302.83%-316.8pp |
| Employer contribution / active EE | $3,655 | $4,175-12.4% | $3,660-0.1% | $4,761-23.2% |
| Participant deferral / active EE | $3,732 | $4,957-24.7% | $4,370-14.6% | $5,982-37.6% |
| Admin fee / account holder | $4,410 | $7,245-39.1% | $5,945-25.8% | $11,246-60.8% |