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 | $123,800 | $95,862+29.1% | $79,550+55.6% | $134,475-7.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.63% | -2.69%-17.9pp | 0.16%-20.8pp | 417.96%-438.6pp |
| Employer contribution / active EE | $2,602 | $3,128-16.8% | $2,413+7.8% | $4,740-45.1% |
| Participant deferral / active EE | $9,318 | $4,693+98.6% | $3,985+133.8% | $6,400+45.6% |
| Admin fee / account holder | $876 | $9,126-90.4% | $6,832-87.2% | $11,426-92.3% |