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 | $142,863 | $167,484-14.7% | $151,611-5.8% | $134,475+6.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -25.24% | 7.80%-33.0pp | 3.33%-28.6pp | 417.96%-443.2pp |
| Employer contribution / active EE | $18,753 | $6,829+174.6% | $6,166+204.1% | $4,740+295.7% |
| Participant deferral / active EE | $10,733 | $8,986+19.4% | $8,363+28.3% | $6,400+67.7% |
| Admin fee / account holder | $2,501 | $13,783-81.9% | $11,616-78.5% | $11,426-78.1% |