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 | $120,880 | $115,770+4.4% | $101,248+19.4% | $158,922-23.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -4.77% | 56.14%-60.9pp | 46.47%-51.2pp | 302.83%-307.6pp |
| Employer contribution / active EE | $1,983 | $4,175-52.5% | $3,660-45.8% | $4,761-58.3% |
| Participant deferral / active EE | $6,028 | $4,957+21.6% | $4,370+37.9% | $5,982+0.8% |
| Admin fee / account holder | $3,083 | $7,245-57.4% | $5,945-48.1% | $11,246-72.6% |