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 | $145,932 | $152,587-4.4% | $125,175+16.6% | $152,861-4.5% |
| Participation rate | 90.5% | 83.3%+7.1pp | 79.8%+10.7pp | 82.4%+8.0pp |
| Annual return | -3.71% | 54.84%-58.5pp | 43.79%-47.5pp | 345.32%-349.0pp |
| Employer contribution / active EE | $2,356 | $4,946-52.4% | $3,865-39.0% | $4,762-50.5% |
| Participant deferral / active EE | $4,538 | $5,868-22.7% | $4,937-8.1% | $5,850-22.4% |
| Admin fee / account holder | $103,535 | $13,434+670.7% | $9,702+967.1% | $11,596+792.8% |