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 | $116,822 | $138,065-15.4% | $123,544-5.4% | $135,375-13.7% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -13.67% | 153.68%-167.4pp | 119.20%-132.9pp | 519.73%-533.4pp |
| Employer contribution / active EE | $3,001 | $5,151-41.7% | $4,628-35.2% | $4,779-37.2% |
| Participant deferral / active EE | $10,122 | $6,799+48.9% | $6,426+57.5% | $5,609+80.5% |
| Admin fee / account holder | $10,507 | $10,916-3.7% | $9,284+13.2% | $10,827-3.0% |