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 | $138,697 | $131,829+5.2% | $108,579+27.7% | $273,961-49.4% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.6%-8.1pp | 83.0%-11.6pp |
| Annual return | 0.86% | -91.57%+92.4pp | -51.70%+52.6pp | 41.45%-40.6pp |
| Employer contribution / active EE | $3,625 | $4,912-26.2% | $3,758-3.5% | $4,869-25.5% |
| Participant deferral / active EE | $7,278 | $5,127+41.9% | $4,311+68.8% | $5,287+37.7% |
| Admin fee / account holder | $1,052 | $10,252-89.7% | $7,645-86.2% | $10,132-89.6% |