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 | $114,789 | $162,781-29.5% | $133,956-14.3% | $158,922-27.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -8.45% | 41.94%-50.4pp | 45.09%-53.5pp | 302.83%-311.3pp |
| Employer contribution / active EE | $9,507 | $4,975+91.1% | $3,919+142.6% | $4,761+99.7% |
| Participant deferral / active EE | $6,634 | $5,911+12.2% | $5,048+31.4% | $5,982+10.9% |
| Admin fee / account holder | $6,255 | $11,736-46.7% | $8,927-29.9% | $11,246-44.4% |