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 | $124,131 | $82,286+50.9% | $68,791+80.4% | $134,475-7.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -20.74% | -2.19%-18.5pp | -6.38%-14.4pp | 417.96%-438.7pp |
| Employer contribution / active EE | $1,998 | $3,301-39.5% | $2,655-24.7% | $4,740-57.8% |
| Participant deferral / active EE | $11,245 | $4,739+137.3% | $3,941+185.3% | $6,400+75.7% |
| Admin fee / account holder | $1,532 | $6,481-76.4% | $4,932-68.9% | $11,426-86.6% |