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 | $128,098 | $133,958-4.4% | $112,228+14.1% | $134,475-4.7% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -21.64% | 47.11%-68.8pp | 27.45%-49.1pp | 417.96%-439.6pp |
| Employer contribution / active EE | $3,122 | $4,038-22.7% | $3,635-14.1% | $4,740-34.1% |
| Participant deferral / active EE | $8,149 | $5,291+54.0% | $4,728+72.4% | $6,400+27.3% |
| Admin fee / account holder | $539 | $7,489-92.8% | $6,410-91.6% | $11,426-95.3% |