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 | $189,612 | $127,386+48.8% | $115,037+64.8% | $125,391+51.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -5.65% | 31.28%-36.9pp | 26.14%-31.8pp | 282.22%-287.9pp |
| Employer contribution / active EE | $7,402 | $5,166+43.3% | $4,608+60.6% | $4,866+52.1% |
| Participant deferral / active EE | $8,533 | $6,423+32.8% | $6,026+41.6% | $5,352+59.4% |
| Admin fee / account holder | $523 | $9,516-94.5% | $8,175-93.6% | $9,540-94.5% |