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 | $137,587 | $100,754+36.6% | $86,677+58.7% | $134,475+2.3% |
| Participation rate | 90.5% | 78.9%+11.5pp | 76.6%+13.9pp | 81.2%+9.3pp |
| Annual return | -23.36% | 29.04%-52.4pp | 35.91%-59.3pp | 417.96%-441.3pp |
| Employer contribution / active EE | $3,985 | $3,489+14.2% | $2,836+40.5% | $4,740-15.9% |
| Participant deferral / active EE | $4,882 | $5,338-8.5% | $4,656+4.9% | $6,400-23.7% |
| Admin fee / account holder | $4,889 | $10,926-55.3% | $7,493-34.8% | $11,426-57.2% |