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 | $129,846 | $127,100+2.2% | $105,738+22.8% | $135,375-4.1% |
| Participation rate | 95.8% | 82.7%+13.1pp | 76.3%+19.5pp | 82.6%+13.2pp |
| Annual return | -10.12% | 4.49%-14.6pp | 6.27%-16.4pp | 519.73%-529.9pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,776 | $5,064-5.7% | $4,080+17.1% | $5,609-14.9% |
| Admin fee / account holder | $8,880 | $9,087-2.3% | $6,913+28.5% | $10,827-18.0% |