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 | $143,817 | $142,405+1.0% | $115,157+24.9% | $152,861-5.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | -3.81% | 41.48%-45.3pp | 35.60%-39.4pp | 345.32%-349.1pp |
| Employer contribution / active EE | $12,141 | $4,010+202.8% | $3,179+282.0% | $4,762+154.9% |
| Participant deferral / active EE | $14,513 | $5,164+181.0% | $4,168+248.2% | $5,850+148.1% |
| Admin fee / account holder | $394 | $8,462-95.3% | $7,088-94.4% | $11,596-96.6% |