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 | $100,741 | $95,862+5.1% | $79,550+26.6% | $134,475-25.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -25.13% | -2.69%-22.4pp | 0.16%-25.3pp | 417.96%-443.1pp |
| Employer contribution / active EE | $11,765 | $3,128+276.1% | $2,413+387.5% | $4,740+148.2% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,024 | $9,126-88.8% | $6,832-85.0% | $11,426-91.0% |