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 | $130,321 | $113,935+14.4% | $94,224+38.3% | $125,391+3.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -4.71% | 5.29%-10.0pp | 10.68%-15.4pp | 282.22%-286.9pp |
| Employer contribution / active EE | $2,366 | $4,727-49.9% | $3,587-34.0% | $4,866-51.4% |
| Participant deferral / active EE | $6,800 | $5,179+31.3% | $4,320+57.4% | $5,352+27.1% |
| Admin fee / account holder | $3,232 | $8,391-61.5% | $6,269-48.4% | $9,540-66.1% |