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 | $121,910 | $153,772-20.7% | $133,980-9.0% | $273,961-55.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -9.93% | 36.51%-46.4pp | 29.30%-39.2pp | 41.45%-51.4pp |
| Employer contribution / active EE | $2,000 | $6,029-66.8% | $5,211-61.6% | $4,869-58.9% |
| Participant deferral / active EE | $12,626 | $6,958+81.5% | $6,282+101.0% | $5,287+138.8% |
| Admin fee / account holder | $387 | $11,765-96.7% | $9,324-95.8% | $10,132-96.2% |