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 | $154,436 | $167,307-7.7% | $143,757+7.4% | $134,475+14.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.22% | 0.46%-25.7pp | -0.04%-25.2pp | 417.96%-443.2pp |
| Employer contribution / active EE | $2,913 | $5,619-48.2% | $4,951-41.2% | $4,740-38.5% |
| Participant deferral / active EE | $7,971 | $6,446+23.7% | $5,637+41.4% | $6,400+24.6% |
| Admin fee / account holder | $705 | $18,088-96.1% | $14,673-95.2% | $11,426-93.8% |