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 | $100,023 | $93,024+7.5% | $77,024+29.9% | $134,475-25.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -23.89% | 62.60%-86.5pp | 42.32%-66.2pp | 417.96%-441.9pp |
| Employer contribution / active EE | $7,601 | $3,418+122.4% | $2,812+170.3% | $4,740+60.4% |
| Participant deferral / active EE | $5,722 | $5,238+9.2% | $4,426+29.3% | $6,400-10.6% |
| Admin fee / account holder | $2,333 | $6,944-66.4% | $5,425-57.0% | $11,426-79.6% |