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 | $190,139 | $127,386+49.3% | $115,037+65.3% | $125,391+51.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -5.48% | 31.28%-36.8pp | 26.14%-31.6pp | 282.22%-287.7pp |
| Employer contribution / active EE | $5,937 | $5,166+14.9% | $4,608+28.8% | $4,866+22.0% |
| Participant deferral / active EE | $6,960 | $6,423+8.4% | $6,026+15.5% | $5,352+30.1% |
| Admin fee / account holder | $2,046 | $9,516-78.5% | $8,175-75.0% | $9,540-78.6% |