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 | $166,022 | $142,405+16.6% | $115,157+44.2% | $152,861+8.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | -5.04% | 41.48%-46.5pp | 35.60%-40.6pp | 345.32%-350.4pp |
| Employer contribution / active EE | $1,287 | $4,010-67.9% | $3,179-59.5% | $4,762-73.0% |
| Participant deferral / active EE | $16,590 | $5,164+221.3% | $4,168+298.0% | $5,850+183.6% |
| Admin fee / account holder | $2,045 | $8,462-75.8% | $7,088-71.2% | $11,596-82.4% |