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 | $144,189 | $148,534-2.9% | $135,903+6.1% | $139,434+3.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | -34.00% | 79.19%-113.2pp | 68.23%-102.2pp | 372.94%-406.9pp |
| Employer contribution / active EE | $2,085 | $5,243-60.2% | $4,856-57.1% | $4,751-56.1% |
| Participant deferral / active EE | $6,787 | $8,100-16.2% | $7,758-12.5% | $6,710+1.2% |
| Admin fee / account holder | $17,266 | $12,400+39.2% | $10,762+60.4% | $11,403+51.4% |