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 | $148,090 | $90,519+63.6% | $93,789+57.9% | $134,475+10.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -22.27% | -15.72%-6.6pp | -11.33%-10.9pp | 417.96%-440.2pp |
| Employer contribution / active EE | $6,458 | $4,343+48.7% | $4,323+49.4% | $4,740+36.3% |
| Participant deferral / active EE | $6,115 | $5,978+2.3% | $6,094+0.3% | $6,400-4.5% |
| Admin fee / account holder | $5,961 | $9,252-35.6% | $7,195-17.2% | $11,426-47.8% |