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 | $149,772 | $112,096+33.6% | $95,952+56.1% | $158,922-5.8% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+9.0pp |
| Annual return | -2.75% | 171.09%-173.8pp | 91.61%-94.4pp | 302.83%-305.6pp |
| Employer contribution / active EE | $2,885 | $3,198-9.8% | $2,541+13.5% | $4,761-39.4% |
| Participant deferral / active EE | $5,000 | $4,784+4.5% | $4,167+20.0% | $5,982-16.4% |
| Admin fee / account holder | $1,646 | $10,130-83.7% | $6,795-75.8% | $11,246-85.4% |