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 | $205,857 | $142,344+44.6% | $119,609+72.1% | $134,475+53.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.86% | -12.44%-8.4pp | -14.97%-5.9pp | 417.96%-438.8pp |
| Employer contribution / active EE | $4,621 | $5,222-11.5% | $4,232+9.2% | $4,740-2.5% |
| Participant deferral / active EE | $5,892 | $6,469-8.9% | $5,602+5.2% | $6,400-7.9% |
| Admin fee / account holder | $622 | $13,584-95.4% | $10,323-94.0% | $11,426-94.6% |