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 | $124,045 | $127,386-2.6% | $115,037+7.8% | $125,391-1.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.90% | 31.28%-36.2pp | 26.14%-31.0pp | 282.22%-287.1pp |
| Employer contribution / active EE | $3,600 | $5,166-30.3% | $4,608-21.9% | $4,866-26.0% |
| Participant deferral / active EE | $10,704 | $6,423+66.7% | $6,026+77.6% | $5,352+100.0% |
| Admin fee / account holder | $1,238 | $9,516-87.0% | $8,175-84.9% | $9,540-87.0% |