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 | $138,452 | $127,386+8.7% | $115,037+20.4% | $125,391+10.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -7.66% | 31.28%-38.9pp | 26.14%-33.8pp | 282.22%-289.9pp |
| Employer contribution / active EE | $3,449 | $5,166-33.2% | $4,608-25.2% | $4,866-29.1% |
| Participant deferral / active EE | $7,640 | $6,423+19.0% | $6,026+26.8% | $5,352+42.8% |
| Admin fee / account holder | $1,764 | $9,516-81.5% | $8,175-78.4% | $9,540-81.5% |