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 | $122,701 | $113,935+7.7% | $94,224+30.2% | $125,391-2.1% |
| Participation rate | 92.3% | 82.9%+9.4pp | 78.8%+13.5pp | 83.2%+9.1pp |
| Annual return | -3.54% | 5.29%-8.8pp | 10.68%-14.2pp | 282.22%-285.8pp |
| Employer contribution / active EE | $1,812 | $4,727-61.7% | $3,587-49.5% | $4,866-62.8% |
| Participant deferral / active EE | $6,228 | $5,179+20.3% | $4,320+44.2% | $5,352+16.4% |
| Admin fee / account holder | $1,395 | $8,391-83.4% | $6,269-77.7% | $9,540-85.4% |