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 | $125,461 | $105,860+18.5% | $90,749+38.2% | $134,475-6.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -21.26% | -11.01%-10.3pp | -12.16%-9.1pp | 417.96%-439.2pp |
| Employer contribution / active EE | $8,116 | $3,462+134.4% | $2,921+177.9% | $4,740+71.2% |
| Participant deferral / active EE | $11,093 | $5,216+112.7% | $4,564+143.0% | $6,400+73.3% |
| Admin fee / account holder | $8,684 | $13,938-37.7% | $8,445+2.8% | $11,426-24.0% |