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 | $117,057 | $77,976+50.1% | $81,367+43.9% | $125,391-6.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | -12.12% | -2.85%-9.3pp | -0.92%-11.2pp | 282.22%-294.3pp |
| Employer contribution / active EE | $3,125 | $4,366-28.4% | $3,930-20.5% | $4,866-35.8% |
| Participant deferral / active EE | $20,571 | $5,646+264.3% | $5,383+282.1% | $5,352+284.4% |
| Admin fee / account holder | $22,688 | $12,476+81.9% | $8,926+154.2% | $9,540+137.8% |