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 | $132,719 | $118,450+12.0% | $98,439+34.8% | $139,434-4.8% |
| Participation rate | 85.7% | 77.4%+8.3pp | 75.2%+10.6pp | 80.3%+5.4pp |
| Annual return | -30.05% | 18.94%-49.0pp | 21.16%-51.2pp | 372.94%-403.0pp |
| Employer contribution / active EE | $2,319 | $3,609-35.7% | $3,048-23.9% | $4,751-51.2% |
| Participant deferral / active EE | $7,200 | $5,392+33.5% | $4,738+52.0% | $6,710+7.3% |
| Admin fee / account holder | $25,098 | $14,026+78.9% | $8,948+180.5% | $11,403+120.1% |