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 | $135,677 | $167,307-18.9% | $143,757-5.6% | $134,475+0.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -22.63% | 0.46%-23.1pp | -0.04%-22.6pp | 417.96%-440.6pp |
| Employer contribution / active EE | $7,830 | $5,619+39.3% | $4,951+58.2% | $4,740+65.2% |
| Participant deferral / active EE | $5,313 | $6,446-17.6% | $5,637-5.7% | $6,400-17.0% |
| Admin fee / account holder | $902 | $18,088-95.0% | $14,673-93.9% | $11,426-92.1% |