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 | $127,687 | $112,300+13.7% | $90,223+41.5% | $125,391+1.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -4.68% | -0.57%-4.1pp | 1.31%-6.0pp | 282.22%-286.9pp |
| Employer contribution / active EE | $2,285 | $5,181-55.9% | $4,378-47.8% | $4,866-53.0% |
| Participant deferral / active EE | $7,695 | $6,733+14.3% | $5,792+32.9% | $5,352+43.8% |
| Admin fee / account holder | $5,101 | $10,990-53.6% | $7,406-31.1% | $9,540-46.5% |