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 | $144,251 | $167,307-13.8% | $143,757+0.3% | $134,475+7.3% |
| Participation rate | 70.6% | 84.8%-14.2pp | 80.3%-9.7pp | 81.2%-10.6pp |
| Annual return | -21.39% | 0.46%-21.8pp | -0.04%-21.3pp | 417.96%-439.4pp |
| Employer contribution / active EE | $2,133 | $5,619-62.0% | $4,951-56.9% | $4,740-55.0% |
| Participant deferral / active EE | $7,044 | $6,446+9.3% | $5,637+25.0% | $6,400+10.1% |
| Admin fee / account holder | $1,962 | $18,088-89.2% | $14,673-86.6% | $11,426-82.8% |