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 | $189,327 | $95,862+97.5% | $79,550+138.0% | $134,475+40.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -22.31% | -2.69%-19.6pp | 0.16%-22.5pp | 417.96%-440.3pp |
| Employer contribution / active EE | $3,104 | $3,128-0.8% | $2,413+28.6% | $4,740-34.5% |
| Participant deferral / active EE | $6,232 | $4,693+32.8% | $3,985+56.4% | $6,400-2.6% |
| Admin fee / account holder | $7,193 | $9,126-21.2% | $6,832+5.3% | $11,426-37.0% |