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 | $125,794 | $138,065-8.9% | $123,544+1.8% | $135,375-7.1% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -11.48% | 153.68%-165.2pp | 119.20%-130.7pp | 519.73%-531.2pp |
| Employer contribution / active EE | $6,166 | $5,151+19.7% | $4,628+33.2% | $4,779+29.0% |
| Participant deferral / active EE | $11,144 | $6,799+63.9% | $6,426+73.4% | $5,609+98.7% |
| Admin fee / account holder | $1,289 | $10,916-88.2% | $9,284-86.1% | $10,827-88.1% |