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 | $159,138 | $127,386+24.9% | $115,037+38.3% | $125,391+26.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -6.21% | 31.28%-37.5pp | 26.14%-32.4pp | 282.22%-288.4pp |
| Employer contribution / active EE | $954 | $5,166-81.5% | $4,608-79.3% | $4,866-80.4% |
| Participant deferral / active EE | $7,143 | $6,423+11.2% | $6,026+18.5% | $5,352+33.5% |
| Admin fee / account holder | $689 | $9,516-92.8% | $8,175-91.6% | $9,540-92.8% |