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 | $130,048 | $105,126+23.7% | $94,646+37.4% | $139,434-6.7% |
| Participation rate | 90.9% | 82.4%+8.6pp | 80.8%+10.1pp | 80.3%+10.6pp |
| Annual return | -7.36% | 38.03%-45.4pp | 156.71%-164.1pp | 372.94%-380.3pp |
| Employer contribution / active EE | $11,542 | $4,106+181.1% | $3,672+214.3% | $4,751+143.0% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,418-100.0% | $6,710-100.0% |
| Admin fee / account holder | $6,254 | $8,984-30.4% | $7,231-13.5% | $11,403-45.2% |