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 | $149,152 | $138,065+8.0% | $123,544+20.7% | $135,375+10.2% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -9.88% | 153.68%-163.6pp | 119.20%-129.1pp | 519.73%-529.6pp |
| Employer contribution / active EE | $3,214 | $5,151-37.6% | $4,628-30.5% | $4,779-32.7% |
| Participant deferral / active EE | $8,356 | $6,799+22.9% | $6,426+30.1% | $5,609+49.0% |
| Admin fee / account holder | $341 | $10,916-96.9% | $9,284-96.3% | $10,827-96.9% |