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 | $149,757 | $167,307-10.5% | $143,757+4.2% | $134,475+11.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.59% | 0.46%-28.1pp | -0.04%-27.6pp | 417.96%-445.6pp |
| Employer contribution / active EE | $6,836 | $5,619+21.7% | $4,951+38.1% | $4,740+44.2% |
| Participant deferral / active EE | $10,766 | $6,446+67.0% | $5,637+91.0% | $6,400+68.2% |
| Admin fee / account holder | $3,732 | $18,088-79.4% | $14,673-74.6% | $11,426-67.3% |