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 | $147,232 | $168,632-12.7% | $147,614-0.3% | $125,391+17.4% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -4.67% | 77.65%-82.3pp | 61.98%-66.6pp | 282.22%-286.9pp |
| Employer contribution / active EE | $1,468 | $6,252-76.5% | $5,564-73.6% | $4,866-69.8% |
| Participant deferral / active EE | $5,336 | $5,507-3.1% | $4,895+9.0% | $5,352-0.3% |
| Admin fee / account holder | $10,988 | $13,580-19.1% | $11,611-5.4% | $9,540+15.2% |