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 | $141,947 | $167,307-15.2% | $143,757-1.3% | $134,475+5.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -20.19% | 0.46%-20.6pp | -0.04%-20.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,285 | $5,619-59.3% | $4,951-53.9% | $4,740-51.8% |
| Participant deferral / active EE | $7,947 | $6,446+23.3% | $5,637+41.0% | $6,400+24.2% |
| Admin fee / account holder | $5,983 | $18,088-66.9% | $14,673-59.2% | $11,426-47.6% |