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 | $129,907 | $167,307-22.4% | $143,757-9.6% | $134,475-3.4% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -23.55% | 0.46%-24.0pp | -0.04%-23.5pp | 417.96%-441.5pp |
| Employer contribution / active EE | $3,095 | $5,619-44.9% | $4,951-37.5% | $4,740-34.7% |
| Participant deferral / active EE | $5,401 | $6,446-16.2% | $5,637-4.2% | $6,400-15.6% |
| Admin fee / account holder | $3,224 | $18,088-82.2% | $14,673-78.0% | $11,426-71.8% |