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 | $102,068 | $107,334-4.9% | $92,893+9.9% | $152,861-33.2% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | -4.01% | 145.58%-149.6pp | 109.41%-113.4pp | 345.32%-349.3pp |
| Employer contribution / active EE | $1,561 | $4,221-63.0% | $3,653-57.3% | $4,762-67.2% |
| Participant deferral / active EE | $3,188 | $4,845-34.2% | $4,236-24.8% | $5,850-45.5% |
| Admin fee / account holder | $20,125 | $7,079+184.3% | $5,794+247.3% | $11,596+73.5% |