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 | $115,061 | $115,770-0.6% | $101,248+13.6% | $158,922-27.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -11.74% | 56.14%-67.9pp | 46.47%-58.2pp | 302.83%-314.6pp |
| Employer contribution / active EE | $4,805 | $4,175+15.1% | $3,660+31.3% | $4,761+0.9% |
| Participant deferral / active EE | $12,358 | $4,957+149.3% | $4,370+182.8% | $5,982+106.6% |
| Admin fee / account holder | $1,843 | $7,245-74.6% | $5,945-69.0% | $11,246-83.6% |