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 | $143,846 | $159,602-9.9% | $150,045-4.1% | $142,382+1.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -1.00% | 70.24%-71.2pp | 62.55%-63.6pp | 217.08%-218.1pp |
| Employer contribution / active EE | $2,646 | $4,961-46.7% | $4,693-43.6% | $4,299-38.4% |
| Participant deferral / active EE | $7,083 | $8,310-14.8% | $7,997-11.4% | $6,507+8.9% |
| Admin fee / account holder | $11,253 | $14,846-24.2% | $13,435-16.2% | $12,624-10.9% |