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 | $117,411 | $95,862+22.5% | $79,550+47.6% | $134,475-12.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -23.11% | -2.69%-20.4pp | 0.16%-23.3pp | 417.96%-441.1pp |
| Employer contribution / active EE | $5,766 | $3,128+84.3% | $2,413+138.9% | $4,740+21.6% |
| Participant deferral / active EE | $15,285 | $4,693+225.7% | $3,985+283.5% | $6,400+138.8% |
| Admin fee / account holder | $1,547 | $9,126-83.1% | $6,832-77.4% | $11,426-86.5% |