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 | $128,854 | $111,724+15.3% | $93,606+37.7% | $145,922-11.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | -1.77% | 202.98%-204.8pp | 133.20%-135.0pp | 561.29%-563.1pp |
| Employer contribution / active EE | $2,750 | $3,090-11.0% | $2,420+13.6% | $4,660-41.0% |
| Participant deferral / active EE | $15,250 | $4,912+210.5% | $4,411+245.7% | $6,688+128.0% |
| Admin fee / account holder | $5,948 | $10,250-42.0% | $8,285-28.2% | $13,397-55.6% |