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 | $130,956 | $127,386+2.8% | $115,037+13.8% | $125,391+4.4% |
| Participation rate | 92.9% | 84.2%+8.7pp | 81.4%+11.5pp | 83.2%+9.7pp |
| Annual return | -5.27% | 31.28%-36.5pp | 26.14%-31.4pp | 282.22%-287.5pp |
| Employer contribution / active EE | $3,317 | $5,166-35.8% | $4,608-28.0% | $4,866-31.8% |
| Participant deferral / active EE | $8,500 | $6,423+32.3% | $6,026+41.0% | $5,352+58.8% |
| Admin fee / account holder | $1,215 | $9,516-87.2% | $8,175-85.1% | $9,540-87.3% |