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 | $128,758 | $115,882+11.1% | $100,516+28.1% | $158,922-19.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | -4.47% | 34.79%-39.3pp | 30.89%-35.4pp | 302.83%-307.3pp |
| Employer contribution / active EE | $2,113 | $4,103-48.5% | $3,418-38.2% | $4,761-55.6% |
| Participant deferral / active EE | $3,684 | $6,674-44.8% | $6,270-41.2% | $5,982-38.4% |
| Admin fee / account holder | $2,144 | $10,995-80.5% | $8,081-73.5% | $11,246-80.9% |