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 | $145,781 | $168,632-13.6% | $147,614-1.2% | $125,391+16.3% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -9.80% | 77.65%-87.4pp | 61.98%-71.8pp | 282.22%-292.0pp |
| Employer contribution / active EE | $2,868 | $6,252-54.1% | $5,564-48.5% | $4,866-41.1% |
| Participant deferral / active EE | $3,117 | $5,507-43.4% | $4,895-36.3% | $5,352-41.8% |
| Admin fee / account holder | $6,185 | $13,580-54.5% | $11,611-46.7% | $9,540-35.2% |