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 | $160,074 | $167,484-4.4% | $151,611+5.6% | $134,475+19.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.07% | 7.80%-30.9pp | 3.33%-26.4pp | 417.96%-441.0pp |
| Employer contribution / active EE | $10,398 | $6,829+52.3% | $6,166+68.6% | $4,740+119.4% |
| Participant deferral / active EE | $5,193 | $8,986-42.2% | $8,363-37.9% | $6,400-18.9% |
| Admin fee / account holder | $1,581 | $13,783-88.5% | $11,616-86.4% | $11,426-86.2% |