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 | $157,416 | $117,381+34.1% | $99,443+58.3% | $152,861+3.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | -2.66% | 31.87%-34.5pp | 30.72%-33.4pp | 345.32%-348.0pp |
| Employer contribution / active EE | $8,889 | $3,013+195.1% | $2,540+250.0% | $4,762+86.7% |
| Participant deferral / active EE | $2,855 | $4,086-30.1% | $3,619-21.1% | $5,850-51.2% |
| Admin fee / account holder | $6,176 | $7,631-19.1% | $6,250-1.2% | $11,596-46.7% |