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 | $126,523 | $127,386-0.7% | $115,037+10.0% | $125,391+0.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.68% | 31.28%-35.0pp | 26.14%-29.8pp | 282.22%-285.9pp |
| Employer contribution / active EE | $8,883 | $5,166+71.9% | $4,608+92.8% | $4,866+82.6% |
| Participant deferral / active EE | $20,966 | $6,423+226.4% | $6,026+247.9% | $5,352+291.8% |
| Admin fee / account holder | $13,630 | $9,516+43.2% | $8,175+66.7% | $9,540+42.9% |