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 | $122,234 | $125,758-2.8% | $169,993-28.1% | $75,163+62.6% |
| Participation rate | 81.3% | 83.6%-2.3pp | 87.0%-5.7pp | 67.2%+14.1pp |
| Annual return | -8.31% | 27.20%-35.5pp | 53.37%-61.7pp | 160.62%-168.9pp |
| Employer contribution / active EE | $3,512 | $4,615-23.9% | $6,785-48.2% | $2,670+31.5% |
| Participant deferral / active EE | $10,688 | $6,837+56.3% | $10,408+2.7% | $4,125+159.1% |
| Admin fee / account holder | $8,081 | $8,173-1.1% | $12,815-36.9% | $5,651+43.0% |