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 | $162,501 | $127,386+27.6% | $115,037+41.3% | $125,391+29.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.42% | 31.28%-35.7pp | 26.14%-30.6pp | 282.22%-286.6pp |
| Employer contribution / active EE | $3,110 | $5,166-39.8% | $4,608-32.5% | $4,866-36.1% |
| Participant deferral / active EE | $3,022 | $6,423-52.9% | $6,026-49.8% | $5,352-43.5% |
| Admin fee / account holder | $2,338 | $9,516-75.4% | $8,175-71.4% | $9,540-75.5% |