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 | $116,546 | $167,307-30.3% | $143,757-18.9% | $134,475-13.3% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -33.42% | 0.46%-33.9pp | -0.04%-33.4pp | 417.96%-451.4pp |
| Employer contribution / active EE | $2,629 | $5,619-53.2% | $4,951-46.9% | $4,740-44.5% |
| Participant deferral / active EE | $7,576 | $6,446+17.5% | $5,637+34.4% | $6,400+18.4% |
| Admin fee / account holder | $464 | $18,088-97.4% | $14,673-96.8% | $11,426-95.9% |