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 | $115,268 | $133,958-14.0% | $112,228+2.7% | $134,475-14.3% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.1%+17.8pp | 81.2%+11.6pp |
| Annual return | -23.57% | 47.11%-70.7pp | 27.45%-51.0pp | 417.96%-441.5pp |
| Employer contribution / active EE | $3,101 | $4,038-23.2% | $3,635-14.7% | $4,740-34.6% |
| Participant deferral / active EE | $6,573 | $5,291+24.2% | $4,728+39.0% | $6,400+2.7% |
| Admin fee / account holder | $3,394 | $7,489-54.7% | $6,410-47.1% | $11,426-70.3% |