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 | $145,586 | $105,860+37.5% | $90,749+60.4% | $134,475+8.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -21.06% | -11.01%-10.1pp | -12.16%-8.9pp | 417.96%-439.0pp |
| Employer contribution / active EE | $14,033 | $3,462+305.3% | $2,921+380.4% | $4,740+196.1% |
| Participant deferral / active EE | $5,634 | $5,216+8.0% | $4,564+23.4% | $6,400-12.0% |
| Admin fee / account holder | $1,442 | $13,938-89.7% | $8,445-82.9% | $11,426-87.4% |