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 | $122,892 | $127,386-3.5% | $115,037+6.8% | $125,391-2.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.95% | 31.28%-35.2pp | 26.14%-30.1pp | 282.22%-286.2pp |
| Employer contribution / active EE | $7,829 | $5,166+51.6% | $4,608+69.9% | $4,866+60.9% |
| Participant deferral / active EE | $3,845 | $6,423-40.1% | $6,026-36.2% | $5,352-28.1% |
| Admin fee / account holder | $5,150 | $9,516-45.9% | $8,175-37.0% | $9,540-46.0% |