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 | $101,471 | $92,222+10.0% | $76,768+32.2% | $135,375-25.0% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | -9.79% | 5.46%-15.2pp | 2.43%-12.2pp | 519.73%-529.5pp |
| Employer contribution / active EE | $1,855 | $3,216-42.3% | $2,485-25.4% | $4,779-61.2% |
| Participant deferral / active EE | $16,404 | $4,509+263.8% | $3,852+325.9% | $5,609+192.5% |
| Admin fee / account holder | $810 | $10,748-92.5% | $6,675-87.9% | $10,827-92.5% |