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 | $115,040 | $97,044+18.5% | $83,333+38.0% | $135,375-15.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.85% | 12.31%-23.2pp | 10.63%-21.5pp | 519.73%-530.6pp |
| Employer contribution / active EE | $2,415 | $4,143-41.7% | $3,379-28.5% | $4,779-49.5% |
| Participant deferral / active EE | $9,750 | $5,964+63.5% | $5,565+75.2% | $5,609+73.8% |
| Admin fee / account holder | $5,595 | $8,380-33.2% | $7,510-25.5% | $10,827-48.3% |