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 | $144,547 | $167,307-13.6% | $143,757+0.5% | $134,475+7.5% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -21.63% | 0.46%-22.1pp | -0.04%-21.6pp | 417.96%-439.6pp |
| Employer contribution / active EE | $8,228 | $5,619+46.4% | $4,951+66.2% | $4,740+73.6% |
| Participant deferral / active EE | $4,426 | $6,446-31.3% | $5,637-21.5% | $6,400-30.8% |
| Admin fee / account holder | $5,469 | $18,088-69.8% | $14,673-62.7% | $11,426-52.1% |