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 | $129,667 | $135,952-4.6% | $123,892+4.7% | $273,961-52.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -1.25% | 56.63%-57.9pp | 47.52%-48.8pp | 41.45%-42.7pp |
| Employer contribution / active EE | $1,185 | $5,170-77.1% | $4,617-74.3% | $4,869-75.7% |
| Participant deferral / active EE | $7,729 | $6,343+21.9% | $5,984+29.2% | $5,287+46.2% |
| Admin fee / account holder | $5,858 | $9,817-40.3% | $8,357-29.9% | $10,132-42.2% |