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 7-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 | $128,526 | $159,602-19.5% | $150,045-14.3% | $142,382-9.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -44.91% | 70.24%-115.2pp | 62.55%-107.5pp | 217.08%-262.0pp |
| Employer contribution / active EE | $3,467 | $4,961-30.1% | $4,693-26.1% | $4,299-19.4% |
| Participant deferral / active EE | $12,381 | $8,310+49.0% | $7,997+54.8% | $6,507+90.3% |
| Admin fee / account holder | $5,186 | $14,846-65.1% | $13,435-61.4% | $12,624-58.9% |