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 | $131,786 | $140,940-6.5% | $112,229+17.4% | $139,434-5.5% |
| Participation rate | 83.3% | 79.2%+4.1pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | -9.27% | 32.71%-42.0pp | 30.20%-39.5pp | 372.94%-382.2pp |
| Employer contribution / active EE | $2,637 | $4,283-38.4% | $3,430-23.1% | $4,751-44.5% |
| Participant deferral / active EE | $2,637 | $5,874-55.1% | $4,798-45.0% | $6,710-60.7% |
| Admin fee / account holder | $3,759 | $9,954-62.2% | $7,748-51.5% | $11,403-67.0% |