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 | $147,581 | $138,065+6.9% | $123,544+19.5% | $135,375+9.0% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -26.45% | 153.68%-180.1pp | 119.20%-145.6pp | 519.73%-546.2pp |
| Employer contribution / active EE | $3,771 | $5,151-26.8% | $4,628-18.5% | $4,779-21.1% |
| Participant deferral / active EE | $8,723 | $6,799+28.3% | $6,426+35.8% | $5,609+55.5% |
| Admin fee / account holder | $348 | $10,916-96.8% | $9,284-96.3% | $10,827-96.8% |