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 | $109,291 | $105,931+3.2% | $81,930+33.4% | $158,922-31.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | -9.14% | 38.17%-47.3pp | 29.49%-38.6pp | 302.83%-312.0pp |
| Employer contribution / active EE | $1,519 | $7,800-80.5% | $4,310-64.8% | $4,761-68.1% |
| Participant deferral / active EE | $1,820 | $13,003-86.0% | $7,107-74.4% | $5,982-69.6% |
| Admin fee / account holder | $10,220 | $8,489+20.4% | $5,158+98.1% | $11,246-9.1% |