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 | $151,347 | $167,484-9.6% | $151,611-0.2% | $134,475+12.5% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -25.61% | 7.80%-33.4pp | 3.33%-28.9pp | 417.96%-443.6pp |
| Employer contribution / active EE | $2,526 | $6,829-63.0% | $6,166-59.0% | $4,740-46.7% |
| Participant deferral / active EE | $15,117 | $8,986+68.2% | $8,363+80.7% | $6,400+136.2% |
| Admin fee / account holder | $64,029 | $13,783+364.6% | $11,616+451.2% | $11,426+460.4% |