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 | $101,827 | $102,317-0.5% | $146,958-30.7% | $80,856+25.9% |
| Participation rate | 79.2% | 75.8%+3.4pp | 82.2%-2.9pp | 67.6%+11.6pp |
| Annual return | -5.41% | 134.76%-140.2pp | 418.34%-423.8pp | 35.59%-41.0pp |
| Employer contribution / active EE | $4,282 | $3,713+15.3% | $4,933-13.2% | $2,755+55.4% |
| Participant deferral / active EE | $5,981 | $6,644-10.0% | $8,070-25.9% | $4,296+39.2% |
| Admin fee / account holder | $14,986 | $7,941+88.7% | $12,998+15.3% | $6,918+116.6% |