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 | $121,328 | $92,222+31.6% | $76,768+58.0% | $135,375-10.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.35% | 5.46%-14.8pp | 2.43%-11.8pp | 519.73%-529.1pp |
| Employer contribution / active EE | $2,793 | $3,216-13.1% | $2,485+12.4% | $4,779-41.6% |
| Participant deferral / active EE | $5,384 | $4,509+19.4% | $3,852+39.8% | $5,609-4.0% |
| Admin fee / account holder | $2,365 | $10,748-78.0% | $6,675-64.6% | $10,827-78.2% |