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 | $141,915 | $201,272-29.5% | $184,203-23.0% | $145,922-2.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -11.34% | 29.00%-40.3pp | 28.81%-40.1pp | 561.29%-572.6pp |
| Employer contribution / active EE | $28,333 | $7,022+303.5% | $6,427+340.8% | $4,660+508.1% |
| Participant deferral / active EE | $15,217 | $9,806+55.2% | $9,131+66.6% | $6,688+127.5% |
| Admin fee / account holder | $4,367 | $16,364-73.3% | $13,901-68.6% | $13,397-67.4% |