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 | $137,613 | $105,860+30.0% | $90,749+51.6% | $134,475+2.3% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -21.33% | -11.01%-10.3pp | -12.16%-9.2pp | 417.96%-439.3pp |
| Employer contribution / active EE | $2,421 | $3,462-30.1% | $2,921-17.1% | $4,740-48.9% |
| Participant deferral / active EE | $5,949 | $5,216+14.1% | $4,564+30.4% | $6,400-7.0% |
| Admin fee / account holder | $16,369 | $13,938+17.4% | $8,445+93.8% | $11,426+43.3% |