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 | $143,002 | $167,484-14.6% | $151,611-5.7% | $134,475+6.3% |
| Participation rate | 95.8% | 88.4%+7.5pp | 87.5%+8.3pp | 81.2%+14.6pp |
| Annual return | -25.27% | 7.80%-33.1pp | 3.33%-28.6pp | 417.96%-443.2pp |
| Employer contribution / active EE | $4,511 | $6,829-33.9% | $6,166-26.8% | $4,740-4.8% |
| Participant deferral / active EE | $8,197 | $8,986-8.8% | $8,363-2.0% | $6,400+28.1% |
| Admin fee / account holder | $9,112 | $13,783-33.9% | $11,616-21.6% | $11,426-20.3% |