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 | $130,578 | $92,222+41.6% | $76,768+70.1% | $135,375-3.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -10.45% | 5.46%-15.9pp | 2.43%-12.9pp | 519.73%-530.2pp |
| Employer contribution / active EE | $4,312 | $3,216+34.1% | $2,485+73.5% | $4,779-9.8% |
| Participant deferral / active EE | $3,559 | $4,509-21.1% | $3,852-7.6% | $5,609-36.6% |
| Admin fee / account holder | $1,690 | $10,748-84.3% | $6,675-74.7% | $10,827-84.4% |