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 | $85,674 | $99,032-13.5% | $80,019+7.1% | $135,375-36.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -10.05% | 15.39%-25.4pp | 11.22%-21.3pp | 519.73%-529.8pp |
| Employer contribution / active EE | $3,723 | $3,043+22.3% | $2,468+50.9% | $4,779-22.1% |
| Participant deferral / active EE | $10,135 | $4,282+136.7% | $3,686+175.0% | $5,609+80.7% |
| Admin fee / account holder | $6,118 | $10,436-41.4% | $6,521-6.2% | $10,827-43.5% |