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 | $150,728 | $110,094+36.9% | $151,611-0.6% | $68,494+120.1% |
| Participation rate | 98.1% | 84.0%+14.2pp | 87.5%+10.6pp | 67.9%+30.2pp |
| Annual return | -19.66% | -10.12%-9.5pp | 3.33%-23.0pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,796 | $4,471-59.8% | $6,166-70.9% | $2,596-30.8% |
| Participant deferral / active EE | $8,241 | $6,527+26.3% | $8,363-1.5% | $4,027+104.6% |
| Admin fee / account holder | $1,273 | $7,719-83.5% | $11,616-89.0% | $5,403-76.4% |