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 | $126,719 | $127,386-0.5% | $115,037+10.2% | $125,391+1.1% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -7.97% | 31.28%-39.2pp | 26.14%-34.1pp | 282.22%-290.2pp |
| Employer contribution / active EE | $2,838 | $5,166-45.1% | $4,608-38.4% | $4,866-41.7% |
| Participant deferral / active EE | $5,045 | $6,423-21.5% | $6,026-16.3% | $5,352-5.7% |
| Admin fee / account holder | $356 | $9,516-96.3% | $8,175-95.6% | $9,540-96.3% |