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 | $84,577 | $79,944+5.8% | $98,439-14.1% | $75,163+12.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | -9.04% | 19.75%-28.8pp | 21.16%-30.2pp | 160.62%-169.7pp |
| Employer contribution / active EE | $3,189 | $2,264+40.9% | $3,048+4.6% | $2,670+19.4% |
| Participant deferral / active EE | $3,382 | $3,752-9.9% | $4,738-28.6% | $4,125-18.0% |
| Admin fee / account holder | $12,893 | $6,840+88.5% | $8,948+44.1% | $5,651+128.1% |