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 | $96,234 | $76,312+26.1% | $67,221+43.2% | $158,922-39.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | -4.63% | 22.77%-27.4pp | 20.72%-25.3pp | 302.83%-307.5pp |
| Employer contribution / active EE | $5,139 | $4,476+14.8% | $3,723+38.0% | $4,761+7.9% |
| Participant deferral / active EE | $7,155 | $5,264+35.9% | $4,384+63.2% | $5,982+19.6% |
| Admin fee / account holder | $11,962 | $8,005+49.4% | $5,844+104.7% | $11,246+6.4% |