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 | $133,696 | $162,781-17.9% | $133,956-0.2% | $158,922-15.9% |
| Participation rate | 95.2% | 83.2%+12.0pp | 79.8%+15.4pp | 82.0%+13.3pp |
| Annual return | -9.87% | 41.94%-51.8pp | 45.09%-55.0pp | 302.83%-312.7pp |
| Employer contribution / active EE | $2,085 | $4,975-58.1% | $3,919-46.8% | $4,761-56.2% |
| Participant deferral / active EE | $5,996 | $5,911+1.4% | $5,048+18.8% | $5,982+0.2% |
| Admin fee / account holder | $1,670 | $11,736-85.8% | $8,927-81.3% | $11,246-85.1% |