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 | $107,634 | $127,386-15.5% | $115,037-6.4% | $125,391-14.2% |
| Participation rate | 91.7% | 84.2%+7.5pp | 81.4%+10.3pp | 83.2%+8.5pp |
| Annual return | -3.54% | 31.28%-34.8pp | 26.14%-29.7pp | 282.22%-285.8pp |
| Employer contribution / active EE | $6,030 | $5,166+16.7% | $4,608+30.9% | $4,866+23.9% |
| Participant deferral / active EE | $10,941 | $6,423+70.3% | $6,026+81.6% | $5,352+104.5% |
| Admin fee / account holder | $1,440 | $9,516-84.9% | $8,175-82.4% | $9,540-84.9% |