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 | $74,296 | $84,527-12.1% | $67,711+9.7% | $125,391-40.7% |
| Participation rate | 95.5% | 74.8%+20.7pp | 67.5%+27.9pp | 83.2%+12.3pp |
| Annual return | -6.31% | 2.57%-8.9pp | 25.41%-31.7pp | 282.22%-288.5pp |
| Employer contribution / active EE | $7,411 | $3,292+125.1% | $2,559+189.6% | $4,866+52.3% |
| Participant deferral / active EE | $4,129 | $4,429-6.8% | $3,585+15.2% | $5,352-22.8% |
| Admin fee / account holder | $8,954 | $5,340+67.7% | $4,255+110.4% | $9,540-6.2% |