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 | $146,429 | $138,065+6.1% | $123,544+18.5% | $135,375+8.2% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -9.50% | 153.68%-163.2pp | 119.20%-128.7pp | 519.73%-529.2pp |
| Employer contribution / active EE | $2,599 | $5,151-49.6% | $4,628-43.8% | $4,779-45.6% |
| Participant deferral / active EE | $9,133 | $6,799+34.3% | $6,426+42.1% | $5,609+62.8% |
| Admin fee / account holder | $754 | $10,916-93.1% | $9,284-91.9% | $10,827-93.0% |