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 | $112,943 | $112,096+0.8% | $95,952+17.7% | $158,922-28.9% |
| Participation rate | 94.7% | 79.0%+15.8pp | 77.1%+17.7pp | 82.0%+12.8pp |
| Annual return | -6.47% | 171.09%-177.6pp | 91.61%-98.1pp | 302.83%-309.3pp |
| Employer contribution / active EE | $2,632 | $3,198-17.7% | $2,541+3.6% | $4,761-44.7% |
| Participant deferral / active EE | $4,922 | $4,784+2.9% | $4,167+18.1% | $5,982-17.7% |
| Admin fee / account holder | $5,437 | $10,130-46.3% | $6,795-20.0% | $11,246-51.7% |