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 | $144,993 | $133,958+8.2% | $112,228+29.2% | $134,475+7.8% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -23.08% | 47.11%-70.2pp | 27.45%-50.5pp | 417.96%-441.0pp |
| Employer contribution / active EE | $1,111 | $4,038-72.5% | $3,635-69.4% | $4,740-76.6% |
| Participant deferral / active EE | $5,555 | $5,291+5.0% | $4,728+17.5% | $6,400-13.2% |
| Admin fee / account holder | $4,348 | $7,489-41.9% | $6,410-32.2% | $11,426-61.9% |