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 | $158,509 | $176,377-10.1% | $134,143+18.2% | $158,922-0.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | -10.23% | 63.63%-73.9pp | 36.33%-46.6pp | 302.83%-313.1pp |
| Employer contribution / active EE | $3,865 | $5,040-23.3% | $3,704+4.4% | $4,761-18.8% |
| Participant deferral / active EE | $7,096 | $4,091+73.4% | $3,499+102.8% | $5,982+18.6% |
| Admin fee / account holder | $11,932 | $8,718+36.9% | $6,684+78.5% | $11,246+6.1% |