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 | $189,961 | $127,386+49.1% | $115,037+65.1% | $125,391+51.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.93% | 31.28%-35.2pp | 26.14%-30.1pp | 282.22%-286.2pp |
| Employer contribution / active EE | $3,779 | $5,166-26.8% | $4,608-18.0% | $4,866-22.3% |
| Participant deferral / active EE | $6,485 | $6,423+1.0% | $6,026+7.6% | $5,352+21.2% |
| Admin fee / account holder | $3,894 | $9,516-59.1% | $8,175-52.4% | $9,540-59.2% |