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 | $129,381 | $175,202-26.2% | $149,673-13.6% | $139,434-7.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -8.02% | 166.71%-174.7pp | 134.42%-142.4pp | 372.94%-381.0pp |
| Employer contribution / active EE | $2,156 | $5,474-60.6% | $4,818-55.2% | $4,751-54.6% |
| Participant deferral / active EE | $8,323 | $6,519+27.7% | $5,680+46.5% | $6,710+24.0% |
| Admin fee / account holder | $16,280 | $16,150+0.8% | $13,210+23.2% | $11,403+42.8% |