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 | $174,941 | $162,781+7.5% | $133,956+30.6% | $158,922+10.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -6.04% | 41.94%-48.0pp | 45.09%-51.1pp | 302.83%-308.9pp |
| Employer contribution / active EE | $3,048 | $4,975-38.7% | $3,919-22.2% | $4,761-36.0% |
| Participant deferral / active EE | $8,099 | $5,911+37.0% | $5,048+60.4% | $5,982+35.4% |
| Admin fee / account holder | $42,428 | $11,736+261.5% | $8,927+375.3% | $11,246+277.3% |