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 | $201,644 | $167,307+20.5% | $143,757+40.3% | $134,475+49.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.33% | 0.46%-21.8pp | -0.04%-21.3pp | 417.96%-439.3pp |
| Employer contribution / active EE | $12,650 | $5,619+125.1% | $4,951+155.5% | $4,740+166.9% |
| Participant deferral / active EE | $10,295 | $6,446+59.7% | $5,637+82.6% | $6,400+60.9% |
| Admin fee / account holder | $1,502 | $18,088-91.7% | $14,673-89.8% | $11,426-86.9% |