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 | $126,845 | $167,307-24.2% | $143,757-11.8% | $134,475-5.7% |
| Participation rate | 94.7% | 84.8%+9.9pp | 80.3%+14.4pp | 81.2%+13.5pp |
| Annual return | -20.70% | 0.46%-21.2pp | -0.04%-20.7pp | 417.96%-438.7pp |
| Employer contribution / active EE | $5,246 | $5,619-6.6% | $4,951+6.0% | $4,740+10.7% |
| Participant deferral / active EE | $10,420 | $6,446+61.6% | $5,637+84.8% | $6,400+62.8% |
| Admin fee / account holder | $2,047 | $18,088-88.7% | $14,673-86.0% | $11,426-82.1% |