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 | $108,591 | $91,538+18.6% | $129,995-16.5% | $75,163+44.5% |
| Participation rate | 75.0% | 71.4%+3.6pp | 78.5%-3.5pp | 67.2%+7.8pp |
| Annual return | 12.83% | -631.11%+643.9pp | -137.18%+150.0pp | 160.62%-147.8pp |
| Employer contribution / active EE | $2,071 | $2,845-27.2% | $4,320-52.0% | $2,670-22.4% |
| Participant deferral / active EE | $3,544 | $4,341-18.4% | $5,820-39.1% | $4,125-14.1% |
| Admin fee / account holder | $43,448 | $6,790+539.8% | $10,614+309.3% | $5,651+668.9% |