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 | $131,089 | $165,335-20.7% | $149,696-12.4% | $158,922-17.5% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | -6.66% | 348.15%-354.8pp | 276.60%-283.3pp | 302.83%-309.5pp |
| Employer contribution / active EE | $2,088 | $5,103-59.1% | $4,644-55.0% | $4,761-56.1% |
| Participant deferral / active EE | $7,807 | $7,181+8.7% | $6,842+14.1% | $5,982+30.5% |
| Admin fee / account holder | $11,209 | $10,807+3.7% | $9,309+20.4% | $11,246-0.3% |