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 | $126,666 | $154,117-17.8% | $129,995-2.6% | $139,434-9.2% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | -5.84% | 32.48%-38.3pp | -137.18%+131.3pp | 372.94%-378.8pp |
| Employer contribution / active EE | $2,000 | $5,289-62.2% | $4,320-53.7% | $4,751-57.9% |
| Participant deferral / active EE | $2,400 | $6,710-64.2% | $5,820-58.8% | $6,710-64.2% |
| Admin fee / account holder | $8,465 | $14,007-39.6% | $10,614-20.2% | $11,403-25.8% |