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 | $138,646 | $127,386+8.8% | $115,037+20.5% | $125,391+10.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -6.98% | 31.28%-38.3pp | 26.14%-33.1pp | 282.22%-289.2pp |
| Employer contribution / active EE | $8,463 | $5,166+63.8% | $4,608+83.7% | $4,866+73.9% |
| Participant deferral / active EE | $13,200 | $6,423+105.5% | $6,026+119.0% | $5,352+146.7% |
| Admin fee / account holder | $1,255 | $9,516-86.8% | $8,175-84.7% | $9,540-86.8% |