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 | $127,413 | $167,307-23.8% | $143,757-11.4% | $134,475-5.3% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -21.13% | 0.46%-21.6pp | -0.04%-21.1pp | 417.96%-439.1pp |
| Employer contribution / active EE | $9,481 | $5,619+68.7% | $4,951+91.5% | $4,740+100.0% |
| Participant deferral / active EE | $9,033 | $6,446+40.1% | $5,637+60.3% | $6,400+41.2% |
| Admin fee / account holder | $10,596 | $18,088-41.4% | $14,673-27.8% | $11,426-7.3% |