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 | $147,685 | $129,942+13.7% | $104,294+41.6% | $134,475+9.8% |
| Participation rate | 90.0% | 79.5%+10.5pp | 73.3%+16.7pp | 81.2%+8.8pp |
| Annual return | -28.71% | 42.03%-70.7pp | 24.61%-53.3pp | 417.96%-446.7pp |
| Employer contribution / active EE | $3,334 | $4,184-20.3% | $3,372-1.1% | $4,740-29.7% |
| Participant deferral / active EE | $4,063 | $5,588-27.3% | $4,625-12.1% | $6,400-36.5% |
| Admin fee / account holder | $4,250 | $9,323-54.4% | $7,339-42.1% | $11,426-62.8% |