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 | $117,944 | $135,635-13.0% | $110,238+7.0% | $135,375-12.9% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.8%-2.0pp | 82.6%-4.9pp |
| Annual return | -10.98% | 513.19%-524.2pp | 314.74%-325.7pp | 519.73%-530.7pp |
| Employer contribution / active EE | $1,516 | $4,906-69.1% | $3,826-60.4% | $4,779-68.3% |
| Participant deferral / active EE | $2,198 | $5,506-60.1% | $4,672-52.9% | $5,609-60.8% |
| Admin fee / account holder | $7,682 | $11,457-32.9% | $8,547-10.1% | $10,827-29.0% |