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 | $91,832 | $91,538+0.3% | $129,995-29.4% | $75,163+22.2% |
| Participation rate | 70.1% | 71.4%-1.3pp | 78.5%-8.3pp | 67.2%+3.0pp |
| Annual return | 12.62% | -631.11%+643.7pp | -137.18%+149.8pp | 160.62%-148.0pp |
| Employer contribution / active EE | $1,519 | $2,845-46.6% | $4,320-64.8% | $2,670-43.1% |
| Participant deferral / active EE | $4,314 | $4,341-0.6% | $5,820-25.9% | $4,125+4.6% |
| Admin fee / account holder | $1,673 | $6,790-75.4% | $10,614-84.2% | $5,651-70.4% |