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 | $134,625 | $100,754+33.6% | $86,677+55.3% | $134,475+0.1% |
| Participation rate | 70.0% | 78.9%-8.9pp | 76.6%-6.6pp | 81.2%-11.2pp |
| Annual return | -21.48% | 29.04%-50.5pp | 35.91%-57.4pp | 417.96%-439.4pp |
| Employer contribution / active EE | $3,144 | $3,489-9.9% | $2,836+10.8% | $4,740-33.7% |
| Participant deferral / active EE | $6,589 | $5,338+23.4% | $4,656+41.5% | $6,400+2.9% |
| Admin fee / account holder | $1,739 | $10,926-84.1% | $7,493-76.8% | $11,426-84.8% |