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 | $123,429 | $167,307-26.2% | $143,757-14.1% | $134,475-8.2% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -21.35% | 0.46%-21.8pp | -0.04%-21.3pp | 417.96%-439.3pp |
| Employer contribution / active EE | $1,849 | $5,619-67.1% | $4,951-62.7% | $4,740-61.0% |
| Participant deferral / active EE | $2,638 | $6,446-59.1% | $5,637-53.2% | $6,400-58.8% |
| Admin fee / account holder | $10,155 | $18,088-43.9% | $14,673-30.8% | $11,426-11.1% |