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 | $133,905 | $129,942+3.0% | $104,294+28.4% | $134,475-0.4% |
| Participation rate | 88.2% | 79.5%+8.7pp | 73.3%+15.0pp | 81.2%+7.0pp |
| Annual return | -20.36% | 42.03%-62.4pp | 24.61%-45.0pp | 417.96%-438.3pp |
| Employer contribution / active EE | $3,281 | $4,184-21.6% | $3,372-2.7% | $4,740-30.8% |
| Participant deferral / active EE | $7,885 | $5,588+41.1% | $4,625+70.5% | $6,400+23.2% |
| Admin fee / account holder | $6,377 | $9,323-31.6% | $7,339-13.1% | $11,426-44.2% |