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 | $102,566 | $84,527+21.3% | $67,711+51.5% | $125,391-18.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -5.43% | 2.57%-8.0pp | 25.41%-30.8pp | 282.22%-287.7pp |
| Employer contribution / active EE | $1,104 | $3,292-66.5% | $2,559-56.9% | $4,866-77.3% |
| Participant deferral / active EE | $10,500 | $4,429+137.1% | $3,585+192.9% | $5,352+96.2% |
| Admin fee / account holder | $399 | $5,340-92.5% | $4,255-90.6% | $9,540-95.8% |