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 | $125,006 | $142,344-12.2% | $119,609+4.5% | $134,475-7.0% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -20.71% | -12.44%-8.3pp | -14.97%-5.7pp | 417.96%-438.7pp |
| Employer contribution / active EE | $1,078 | $5,222-79.4% | $4,232-74.5% | $4,740-77.3% |
| Participant deferral / active EE | $12,813 | $6,469+98.1% | $5,602+128.7% | $6,400+100.2% |
| Admin fee / account holder | $1,588 | $13,584-88.3% | $10,323-84.6% | $11,426-86.1% |