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 | $116,025 | $107,791+7.6% | $90,645+28.0% | $135,375-14.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -13.77% | -0.90%-12.9pp | 1.88%-15.7pp | 519.73%-533.5pp |
| Employer contribution / active EE | $19,298 | $3,018+539.4% | $2,532+662.2% | $4,779+303.8% |
| Participant deferral / active EE | $9,000 | $3,872+132.4% | $3,425+162.8% | $5,609+60.5% |
| Admin fee / account holder | $1,233 | $5,930-79.2% | $4,994-75.3% | $10,827-88.6% |