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 | $144,219 | $135,635+6.3% | $110,238+30.8% | $135,375+6.5% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -11.03% | 513.19%-524.2pp | 314.74%-325.8pp | 519.73%-530.8pp |
| Employer contribution / active EE | $1,728 | $4,906-64.8% | $3,826-54.8% | $4,779-63.8% |
| Participant deferral / active EE | $6,200 | $5,506+12.6% | $4,672+32.7% | $5,609+10.5% |
| Admin fee / account holder | $968 | $11,457-91.5% | $8,547-88.7% | $10,827-91.1% |