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 | $128,986 | $135,952-5.1% | $123,892+4.1% | $273,961-52.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -0.12% | 56.63%-56.7pp | 47.52%-47.6pp | 41.45%-41.6pp |
| Employer contribution / active EE | $3,750 | $5,170-27.5% | $4,617-18.8% | $4,869-23.0% |
| Participant deferral / active EE | $5,475 | $6,343-13.7% | $5,984-8.5% | $5,287+3.6% |
| Admin fee / account holder | $3,125 | $9,817-68.2% | $8,357-62.6% | $10,132-69.2% |