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 | $111,079 | $185,822-40.2% | $169,993-34.7% | $139,434-20.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -11.42% | 60.50%-71.9pp | 53.37%-64.8pp | 372.94%-384.4pp |
| Employer contribution / active EE | $9,620 | $7,590+26.7% | $6,785+41.8% | $4,751+102.5% |
| Participant deferral / active EE | $9,413 | $11,622-19.0% | $10,408-9.6% | $6,710+40.3% |
| Admin fee / account holder | $4,942 | $15,381-67.9% | $12,815-61.4% | $11,403-56.7% |